What public Form 5500 filings show about the Wasatch Advisors, LP 401(k) plan — and how to find and check your own account.
Wasatch Advisors, LP (EIN 87-0319391) reports WASATCH ADVISORS, LP DEFERRED PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $120.1M in plan assets across 97 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 Wasatch Advisors, LP 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wasatch Advisors, LP 401(k).
