Walter Smith Plumbing & Heating, Inc. 401(k) Plan

The Walter Smith Plumbing & Heating, Inc. 401(k) on its latest Form 5500

Walter Smith Plumbing & Heating, Inc. (EIN 04-2704730) reports WALTER SMITH PLUMBING AND HEATING, INC. 401(K) PLAN on its most recent Form 5500, with $3.3M in plan assets across 15 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 Smith Plumbing & Heating, Inc. filing — schedules, fees, and providers.

Who runs the Walter Smith Plumbing & Heating, Inc. 401(k)?

Walter Smith Plumbing & Heating, Inc.’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 Smith Plumbing & Heating, Inc.HR for the recordkeeper’s name and login.

How to check your Walter Smith Plumbing & Heating, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Walter Smith Plumbing & Heating, Inc. 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).