WALLIS COMPANIES 401(k) Plan
What public Form 5500 filings show about the WALLIS COMPANIES 401(k) plan — and how to find and check your own account.
The WALLIS COMPANIES 401(k) on its latest Form 5500
WALLIS COMPANIES (EIN 43-0908410) reports WALLIS COMPANIES 401(K) PLAN on its most recent Form 5500, with $40.8M in plan assets across 793 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 WALLIS COMPANIES filing — schedules, fees, and providers.
Who runs the WALLIS COMPANIES 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WALLIS COMPANIES 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ INVESTMENT ADVISORY SERVICES.
How to check your WALLIS COMPANIES 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask WALLIS COMPANIES 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).