What public Form 5500 filings show about the Lucky Wishbone, Inc. 401(k) plan — and how to find and check your own account.
Lucky Wishbone, Inc. (EIN 99-0146200) reports EMPLOYEE BENEFIT PLAN OF LUCKY WISHBONE, INC. on its most recent Form 5500, with $1.5M in plan assets across 20 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 Lucky Wishbone, Inc. filing — schedules, fees, and providers.
Lucky Wishbone, 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 Lucky Wishbone, Inc.HR for the recordkeeper’s name and login.
