What public Form 5500 filings show about the Wakemed 401(k) plan — and how to find and check your own account.
Wakemed (EIN 56-6017737) reports WAKEMED RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.4B in plan assets across 12,421 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 Wakemed 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 Wakemed 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JP MORGAN INVESTMENT MANAGEMENT, VALIC RETIREMENT SERVICES CO, STRATEGIC ADVISORS, BARROW HANLEY MEWHINNEY & STRAUSS, WILLIS TOWERS WATSON US, TRANSAMERICA RETIREMENT SOLUTIONS.
