What public Form 5500 filings show about the Watkins, Ward & Stafford, PLLC 401(k) plan — and how to find and check your own account.
Watkins, Ward & Stafford, PLLC (EIN 64-0394922) reports WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN on its most recent Form 5500, with $25.0M in plan assets across 133 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 Watkins, Ward & Stafford, PLLC 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Watkins, Ward & Stafford, PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RENASANT BANK.
