STEPHEN WAN, M.D., P.L.L.C. 401(k) Plan
What public Form 5500 filings show about the STEPHEN WAN, M.D., P.L.L.C. 401(k) plan — and how to find and check your own account.
The STEPHEN WAN, M.D., P.L.L.C. 401(k) on its latest Form 5500
STEPHEN WAN, M.D., P.L.L.C. (EIN 13-3848024) reports STEPHEN WAN, M.D., P.L.L.C. 401(K) PLAN on its most recent Form 5500, with $777K in plan assets across 9 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 STEPHEN WAN, M.D., P.L.L.C. filing — schedules, fees, and providers.
Who runs the STEPHEN WAN, M.D., P.L.L.C. 401(k)?
STEPHEN WAN, M.D., P.L.L.C.’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 STEPHEN WAN, M.D., P.L.L.C.HR for the recordkeeper’s name and login.
How to check your STEPHEN WAN, M.D., P.L.L.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask STEPHEN WAN, M.D., P.L.L.C. 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).