What public Form 5500 filings show about the Kingsbury Wellness & Learning 401(k) plan — and how to find and check your own account.
Kingsbury Wellness & Learning (EIN 84-1802188) reports KINGSBURY WELLNESS & LEARNING 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $114K in plan assets across 7 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 Kingsbury Wellness & Learning filing — schedules, fees, and providers.
Kingsbury Wellness & Learning’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 Kingsbury Wellness & LearningHR for the recordkeeper’s name and login.