WAKE Forest Physical Therapy 401(k) Plan

The WAKE Forest Physical Therapy 401(k) on its latest Form 5500

WAKE Forest Physical Therapy (EIN 14-1873539) reports WAKE FOREST PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRU on its most recent Form 5500, with $2.8M in plan assets across 11 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 WAKE Forest Physical Therapy filing — schedules, fees, and providers.

Who runs the WAKE Forest Physical Therapy 401(k)?

WAKE Forest Physical Therapy’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 WAKE Forest Physical TherapyHR for the recordkeeper’s name and login.

How to check your WAKE Forest Physical Therapy 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask WAKE Forest Physical Therapy HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).