What public Form 5500 filings show about the Joint Wesley Chapel PA 401(k) plan — and how to find and check your own account.
Joint Wesley Chapel PA (EIN 86-3266026) reports VALEX INC on its most recent Form 5500, with $3K in plan assets across 17 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 Joint Wesley Chapel PA filing — schedules, fees, and providers.
Joint Wesley Chapel PA’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 Joint Wesley Chapel PAHR for the recordkeeper’s name and login.
