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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

WALTER & KEENAN WEALTH MANAGEMEN 401(k) Plan

What public Form 5500 filings show about the WALTER & KEENAN WEALTH MANAGEMEN 401(k) plan — and how to find and check your own account.

Plan assets
$11K
Participants
7
Plans on file
1

The WALTER & KEENAN WEALTH MANAGEMEN 401(k) on its latest Form 5500

WALTER & KEENAN WEALTH MANAGEMEN (EIN 86-3119838) reports WALTER & KEENAN WEALTH MANAGEMENT - 401K on its most recent Form 5500, with $11K in plan assets across 7 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 WALTER & KEENAN WEALTH MANAGEMEN filing — schedules, fees, and providers.

Who runs the WALTER & KEENAN WEALTH MANAGEMEN 401(k)?

WALTER & KEENAN WEALTH MANAGEMEN’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 WALTER & KEENAN WEALTH MANAGEMENHR for the recordkeeper’s name and login.

How to check your WALTER & KEENAN WEALTH MANAGEMEN 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WALTER & KEENAN WEALTH MANAGEMEN 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).
More on this employer: WALTER & KEENAN WEALTH MANAGEMEN — all Form 5500 filings (EIN 86-3119838) · Indiana employer EIN lookup · Form 5500 search
WALTER & KEENAN WEALTH MANAGEMEN 401(k) Plan — Form 5500