What public Form 5500 filings show about the Weaver and Tidwell, L.L.P. 401(k) plan — and how to find and check your own account.
Weaver and Tidwell, L.L.P. (EIN 75-0786316) reports WEAVER AND TIDWELL, L.L.P. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $157.1M in plan assets across 1,501 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 Weaver and Tidwell, L.L.P. 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 Weaver and Tidwell, L.L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GALLAGHER FIDUCIARY ADVISORS.
