What public Form 5500 filings show about the McDonald Welath Management Safe Harbor 401(k) P/S Plan 401(k) plan — and how to find and check your own account.
McDonald Welath Management Safe Harbor 401(k) P/S Plan (EIN 26-4002207) reports MCDONALD WELATH MANAGEMENT SAFE HARBOR 401K P/S PLAN on its most recent Form 5500, with $564K in plan assets across 4 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 McDonald Welath Management Safe Harbor 401(k) P/S Plan filing — schedules, fees, and providers.
McDonald Welath Management Safe Harbor 401(k) P/S Plan’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 McDonald Welath Management Safe Harbor 401(k) P/S PlanHR for the recordkeeper’s name and login.
