Mooney, Wright, Moore and Wilhoit, PLLC 401(k) Plan

The Mooney, Wright, Moore and Wilhoit, PLLC 401(k) on its latest Form 5500

Mooney, Wright, Moore and Wilhoit, PLLC (EIN 26-2012398) reports SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN on its most recent Form 5500, with $3.6M in plan assets across 5 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 Mooney, Wright, Moore and Wilhoit, PLLC filing — schedules, fees, and providers.

Who runs the Mooney, Wright, Moore and Wilhoit, PLLC 401(k)?

Mooney, Wright, Moore and Wilhoit, PLLC’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 Mooney, Wright, Moore and Wilhoit, PLLCHR for the recordkeeper’s name and login.

How to check your Mooney, Wright, Moore and Wilhoit, PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Mooney, Wright, Moore and Wilhoit, PLLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).