What public Form 5500 filings show about the Welch Senior Living, LLC 401(k) plan — and how to find and check your own account.
Welch Senior Living, LLC (EIN 81-4769421) reports WELCH SENIOR LIVING, LLC SAVINGS PLAN on its most recent Form 5500, with $12.3M in plan assets across 487 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 Welch Senior Living, LLC 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 HERITAGE PENSION SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Welch Senior Living, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CARON & BLETZER.
