WELTMAN, WEINBERG & REIS CO., L.P.A 401(k) Plan
What public Form 5500 filings show about the WELTMAN, WEINBERG & REIS CO., L.P.A 401(k) plan — and how to find and check your own account.
The WELTMAN, WEINBERG & REIS CO., L.P.A 401(k) on its latest Form 5500
WELTMAN, WEINBERG & REIS CO., L.P.A (EIN 34-1095923) reports WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $58.5M in plan assets across 636 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 WELTMAN, WEINBERG & REIS CO., L.P.A filing — schedules, fees, and providers.
Who runs the WELTMAN, WEINBERG & REIS CO., L.P.A 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WELTMAN, WEINBERG & REIS CO., L.P.A 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KLOPP INVESTMENT MANAGEMENT LL, CHARLES SCHWAB & CO.
How to check your WELTMAN, WEINBERG & REIS CO., L.P.A 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask WELTMAN, WEINBERG & REIS CO., L.P.A 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).