What public Form 5500 filings show about the Thaler Reilly Wilson Architecture & Preservation, LLP 401(k) plan — and how to find and check your own account.
Thaler Reilly Wilson Architecture & Preservation, LLP (EIN 20-4557957) reports THALER REILLY WILSON ARCHITECTURE & PRESERVATION, LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $371K in plan assets across 17 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 Thaler Reilly Wilson Architecture & Preservation, LLP filing — schedules, fees, and providers.
Thaler Reilly Wilson Architecture & Preservation, LLP’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 Thaler Reilly Wilson Architecture & Preservation, LLPHR for the recordkeeper’s name and login.