What public Form 5500 filings show about the W.D. Larson Companies Ltd., Inc. 401(k) plan — and how to find and check your own account.
W.D. Larson Companies Ltd., Inc. (EIN 41-1244294) reports W.D. LARSON COMPANIES LTD, INC. 401K RETIREMENT PLAN on its most recent Form 5500, with $55.4M in plan assets across 782 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 W.D. Larson Companies Ltd., 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your W.D. Larson Companies Ltd., Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NATIONAL FINANCIAL SERVICES, RESOURCES INVESTMENT ADVISORS, CHARLES SCHWAB & CO.
