JOHN D WHEELER AND ASSOCIATES 401(k) Plan
What public Form 5500 filings show about the JOHN D WHEELER AND ASSOCIATES 401(k) plan — and how to find and check your own account.
The JOHN D WHEELER AND ASSOCIATES 401(k) on its latest Form 5500
JOHN D WHEELER AND ASSOCIATES (EIN 22-3857990) reports JOHN D WHEELER AND ASSOCIATES on its most recent Form 5500, with $173K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full JOHN D WHEELER AND ASSOCIATES filing — schedules, fees, and providers.
Who runs the JOHN D WHEELER AND ASSOCIATES 401(k)?
JOHN D WHEELER AND ASSOCIATES’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JOHN D WHEELER AND ASSOCIATESHR for the recordkeeper’s name and login.
How to check your JOHN D WHEELER AND ASSOCIATES 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JOHN D WHEELER AND ASSOCIATES HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).