What public Form 5500 filings show about the Waggoner Engineering, Inc. 401(k) plan — and how to find and check your own account.
Waggoner Engineering, Inc. (EIN 64-0591204) reports WAGGONER ENGINEERING, INC. 401(K) PLAN & TRUST on its most recent Form 5500, with $10.9M in plan assets across 170 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 Waggoner Engineering, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Waggoner Engineering, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): REGIONS BANK.