What public Form 5500 filings show about the Wagner & Wagner Auto Sales, Inc. 401(k) plan — and how to find and check your own account.
Wagner & Wagner Auto Sales, Inc. (EIN 04-2378354) reports WAGNER MOTOR SALES AND SUBSIDIARIES 401(K) PLAN on its most recent Form 5500, with $11.9M in plan assets across 221 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 Wagner & Wagner Auto Sales, 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 Wagner & Wagner Auto Sales, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WITHUM, STEWARD PARTNERS INVESTMENT.
