What public Form 5500 filings show about the Wallace Morris Kline Surveying, LLC 401(k) plan — and how to find and check your own account.
Wallace Morris Kline Surveying, LLC (EIN 46-4458257) reports WALLACE MORRIS KLINE SURVEYING, LLC RETIREMENT INVESTMENT PLAN on its most recent Form 5500, with $5.7M in plan assets across 42 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 Morris Kline Surveying, LLC filing — schedules, fees, and providers.
Wallace Morris Kline Surveying, 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 Morris Kline Surveying, LLCHR for the recordkeeper’s name and login.
