What public Form 5500 filings show about the Wallace-DUNN Heating & Air Conditioning, Inc. 401(k) plan — and how to find and check your own account.
Wallace-DUNN Heating & Air Conditioning, Inc. (EIN 56-1284660) reports WALLACE-DUNN HEATING AND AIR CONDITIONING, INC. RETIREMENT PLAN on its most recent Form 5500, with $653K in plan assets across 32 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-DUNN Heating & Air Conditioning, Inc. filing — schedules, fees, and providers.
Wallace-DUNN Heating & Air Conditioning, 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 Wallace-DUNN Heating & Air Conditioning, Inc.HR for the recordkeeper’s name and login.
