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WEITZEN PHILLIPS SAMUTH & SINEX LLP 401(k) Plan

What public Form 5500 filings show about the WEITZEN PHILLIPS SAMUTH & SINEX LLP 401(k) plan — and how to find and check your own account.

Plan assets
$682K
Participants
11
Plans on file
1

The WEITZEN PHILLIPS SAMUTH & SINEX LLP 401(k) on its latest Form 5500

WEITZEN PHILLIPS SAMUTH & SINEX LLP (EIN 87-2458598) reports WEITZEN PHILLIPS SAMUTH & SINEX LLP 401K PROFIT SHARING PLAN on its most recent Form 5500, with $682K in plan assets across 11 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 WEITZEN PHILLIPS SAMUTH & SINEX LLP filing — schedules, fees, and providers.

Who runs the WEITZEN PHILLIPS SAMUTH & SINEX LLP 401(k)?

WEITZEN PHILLIPS SAMUTH & SINEX LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask WEITZEN PHILLIPS SAMUTH & SINEX LLPHR for the recordkeeper’s name and login.

How to check your WEITZEN PHILLIPS SAMUTH & SINEX LLP 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WEITZEN PHILLIPS SAMUTH & SINEX LLP HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: WEITZEN PHILLIPS SAMUTH & SINEX LLP — all Form 5500 filings (EIN 87-2458598) · California employer EIN lookup · Form 5500 search
WEITZEN PHILLIPS SAMUTH & SINEX LLP 401(k) Plan — Form 5500