What public Form 5500 filings show about the Walnut Creek Planing, Ltd. 401(k) plan — and how to find and check your own account.
Walnut Creek Planing, Ltd. (EIN 20-8214537) reports WALNUT CREEK PLANING, LTD. 401(K) PLAN on its most recent Form 5500, with $6.8M in plan assets across 137 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 Walnut Creek Planing, Ltd. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Walnut Creek Planing, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HUMMEL WEALTH MANAGEMENT.
