What public Form 5500 filings show about the Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC 401(k) plan — and how to find and check your own account.
Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC (EIN 38-1863919) reports SECREST WARDLE 401(K)RETIREMENT PLAN on its most recent Form 5500, with $12.9M in plan assets across 147 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 Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RESOURCES INVESTMENT ADVISORS, REHMANN FINANICAL GROUP, ONEDIGITAL INVESTMENT ADVISORS.
