SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC DBA ALLI MANAGEMENT SOL 401(k) Plan
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.
The SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC DBA ALLI MANAGEMENT SOL 401(k) on its latest Form 5500
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.
Who runs the SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC DBA ALLI MANAGEMENT SOL 401(k)?
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.
How to check your SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC DBA ALLI MANAGEMENT SOL 401(k)
- Log in to WIPFLI LLP’s participant portal (the site on your statements).
- Ask SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC DBA ALLI MANAGEMENT SOL 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).