WELLTOWER INC. 401(k) Plan
What public Form 5500 filings show about the WELLTOWER INC. 401(k) plan — and how to find and check your own account.
The WELLTOWER INC. 401(k) on its latest Form 5500
WELLTOWER INC. (EIN 34-1096634) reports WELLTOWER INC. RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $104.3M in plan assets across 651 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 WELLTOWER INC. filing — schedules, fees, and providers.
Who runs the WELLTOWER INC. 401(k)?
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 WELLTOWER INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
How to check your WELLTOWER INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask WELLTOWER INC. 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).