WALLER LANSDEN DORTCH & DAVIS 401(k) Plan
What public Form 5500 filings show about the WALLER LANSDEN DORTCH & DAVIS 401(k) plan — and how to find and check your own account.
The WALLER LANSDEN DORTCH & DAVIS 401(k) on its latest Form 5500
WALLER LANSDEN DORTCH & DAVIS (EIN 62-0479474) reports WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN on its most recent Form 5500, with $228K in plan assets across 6 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 WALLER LANSDEN DORTCH & DAVIS filing — schedules, fees, and providers.
Who runs the WALLER LANSDEN DORTCH & DAVIS 401(k)?
WALLER LANSDEN DORTCH & DAVIS’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 WALLER LANSDEN DORTCH & DAVISHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, MORGAN STANLEY, LEHMAN BROTHERS, BENJAMIN F EDWARDS & CO, CAPWEALTH ADVISORS, RBC CAPITAL MARKETS.
How to check your WALLER LANSDEN DORTCH & DAVIS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WALLER LANSDEN DORTCH & DAVIS 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).