Wallace, Roberts & Todd, L.L.C. 401(k) Plan

The Wallace, Roberts & Todd, L.L.C. 401(k) on its latest Form 5500

Wallace, Roberts & Todd, L.L.C. (EIN 23-1615241) reports WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN on its most recent Form 5500, with $19.6M in plan assets across 110 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, Roberts & Todd, L.L.C. filing — schedules, fees, and providers.

Who runs the Wallace, Roberts & Todd, L.L.C. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wallace, Roberts & Todd, L.L.C. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY.

How to check your Wallace, Roberts & Todd, L.L.C. 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask Wallace, Roberts & Todd, L.L.C. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).