What public Form 5500 filings show about the WB Engineers + Consultants Inc. 401(k) plan — and how to find and check your own account.
WB Engineers + Consultants Inc. (EIN 06-1228800) reports WB ENGINEERING & CONSULTING, PLLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $60.9M in plan assets across 168 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 WB Engineers + Consultants Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WB Engineers + Consultants Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS FIN NETWORK.
