TAYLOR, WELLONS, POLITZ & DUHE LLC 401(k) Plan
What public Form 5500 filings show about the TAYLOR, WELLONS, POLITZ & DUHE LLC 401(k) plan — and how to find and check your own account.
The TAYLOR, WELLONS, POLITZ & DUHE LLC 401(k) on its latest Form 5500
TAYLOR, WELLONS, POLITZ & DUHE LLC (EIN 87-3829912) reports TAYLOR, WELLONS, POLITZ & DUHE LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $24.8M in plan assets across 129 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 TAYLOR, WELLONS, POLITZ & DUHE LLC filing — schedules, fees, and providers.
Who runs the TAYLOR, WELLONS, POLITZ & DUHE LLC 401(k)?
TAYLOR, WELLONS, POLITZ & DUHE LLC’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 TAYLOR, WELLONS, POLITZ & DUHE LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SECOND LINE CAPITAL, IFP ADVISORS, ADVISOR RESOURCE COUNCIL, SENTINEL PENSION.
How to check your TAYLOR, WELLONS, POLITZ & DUHE LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TAYLOR, WELLONS, POLITZ & DUHE LLC 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).