What public Form 5500 filings show about the Upshaw Williams Biggers Beckham & Riddick 401(k) plan — and how to find and check your own account.
Upshaw Williams Biggers Beckham & Riddick (EIN 64-0674990) reports UPSHAW WILLIAMS BIGGERS & BECKHAM PROFIT SHARING PLAN on its most recent Form 5500, with $15.0M in plan assets across 18 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 Upshaw Williams Biggers Beckham & Riddick filing — schedules, fees, and providers.
Upshaw Williams Biggers Beckham & Riddick’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 Upshaw Williams Biggers Beckham & RiddickHR for the recordkeeper’s name and login.
