What public Form 5500 filings show about the Wellsmith PLLC 401(k) plan — and how to find and check your own account.
Wellsmith PLLC (EIN 83-3825867) reports CASE INTEGRATIVE HEALTH 401(K) PLAN on its most recent Form 5500, with $933K in plan assets across 15 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 Wellsmith PLLC filing — schedules, fees, and providers.
Wellsmith PLLC’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 Wellsmith PLLCHR for the recordkeeper’s name and login.
