What public Form 5500 filings show about the Wakeman Memorial Association, Inc. 401(k) plan — and how to find and check your own account.
Wakeman Memorial Association, Inc. (EIN 06-0662198) reports 403(B) THRIFT PLAN OF WAKEMAN MEMORIAL ASSOCIATION, INC. on its most recent Form 5500, with $1.5M in plan assets across 216 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 Wakeman Memorial Association, Inc. filing — schedules, fees, and providers.
Wakeman Memorial Association, Inc.’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 Wakeman Memorial Association, Inc.HR for the recordkeeper’s name and login.
