What public Form 5500 filings show about the Wagner, Falconer, and JUDD, Ltd. 401(k) plan — and how to find and check your own account.
Wagner, Falconer, and JUDD, Ltd. (EIN 41-0984139) reports WAGNER, FALCONER, AND JUDD LTD PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $5.6M in plan assets across 63 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, Falconer, and JUDD, Ltd. 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 DECIMAL, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wagner, Falconer, and JUDD, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WHITE OAKS WEALTH ADVISORS.
