What public Form 5500 filings show about the Specialty Management Services of Ouachita, LLC DBA ALLI Management SOL 401(k) plan — and how to find and check your own account.
Specialty Management Services of Ouachita, LLC DBA ALLI Management SOL (EIN 72-1509232) reports SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC 401(K) PLAN on its most recent Form 5500, with $17.3M in plan assets across 188 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 Specialty Management Services of Ouachita, LLC DBA ALLI Management SOL 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 WIPFLI LLP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Specialty Management Services of Ouachita, LLC DBA ALLI Management SOL 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SUMMIT FINANCIAL WEALTH ADVISORS, ROLAND CRISS INVESTMENT RESEARCH.
