Ward and Smith, P.A. 401(k) Plan

The Ward and Smith, P.A. 401(k) on its latest Form 5500

Ward and Smith, P.A. (EIN 56-1034724) reports WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $119.5M in plan assets across 248 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 Ward and Smith, P.A. filing — schedules, fees, and providers.

Who runs the Ward and Smith, P.A. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ward and Smith, P.A. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDUCIENT ADVISORS.

How to check your Ward and Smith, P.A. 401(k)

• Log in to Schwab’s participant portal (the site on your statements).
• Ask Ward and Smith, P.A. 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).