What public Form 5500 filings show about the Local Wisdom, Inc. 401(k) plan — and how to find and check your own account.
Local Wisdom, Inc. (EIN 22-3766806) reports LOCAL WISDOM 401(K) PLAN on its most recent Form 5500, with $5.7M in plan assets across 27 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 Local Wisdom, Inc. filing — schedules, fees, and providers.
Local Wisdom, Inc.’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 Local Wisdom, Inc.HR for the recordkeeper’s name and login.
