What public Form 5500 filings show about the Wall & William Financial Services Group, Inc. 401(k) plan — and how to find and check your own account.
Wall & William Financial Services Group, Inc. (EIN 13-3751059) reports WALL & WILLIAM FINANCIAL SERVICES GROUP, INC. 401K PLAN on its most recent Form 5500, with $1.2M in plan assets across 3 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 Wall & William Financial Services Group, Inc. filing — schedules, fees, and providers.
Wall & William Financial Services Group, 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 Wall & William Financial Services Group, Inc.HR for the recordkeeper’s name and login.
