WAKEMED 401(k) Plan
What public Form 5500 filings show about the WAKEMED 401(k) plan — and how to find and check your own account.
The WAKEMED 401(k) on its latest Form 5500
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.
Who runs the WAKEMED 401(k)?
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.
How to check your WAKEMED 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask WAKEMED 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).