What public Form 5500 filings show about the Waldon Adelman Castilla McNamara & Prout, LLLP 401(k) plan — and how to find and check your own account.
Waldon Adelman Castilla McNamara & Prout, LLLP (EIN 58-1619643) reports WALDON ADELMAN CASTILLA MCNAMARA & PROUT, LLLP RETIREMENT PLAN on its most recent Form 5500, with $14.2M in plan assets across 89 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 Waldon Adelman Castilla McNamara & Prout, LLLP 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Waldon Adelman Castilla McNamara & Prout, LLLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SI HOLDINGS DBA STEPHENS, PALMER PENSION SERVICES.
