What public Form 5500 filings show about the Wallace Advisory Group, LLC 401(k) plan — and how to find and check your own account.
Wallace Advisory Group, LLC (EIN 47-4712590) reports WALLACE ADVISORY GROUP, LLC 401(K) SAVINGS PLAN on its most recent Form 5500, with $565K 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 Wallace Advisory Group, LLC filing — schedules, fees, and providers.
Wallace Advisory Group, LLC’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 Wallace Advisory Group, LLCHR for the recordkeeper’s name and login.
