What public Form 5500 filings show about the Waldorf Ford, Inc. 401(k) plan — and how to find and check your own account.
Waldorf Ford, Inc. (EIN 52-1918602) reports WALDORF FORD, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $34.2M in plan assets across 874 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 Waldorf Ford, Inc. 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 Waldorf Ford, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS DBA CAPTR.