What public Form 5500 filings show about the Welty Building Company Ltd. 401(k) plan — and how to find and check your own account.
Welty Building Company Ltd. (EIN 34-1843705) reports WELTY BUILDING COMPANY LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $11.8M in plan assets across 196 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 Welty Building Company Ltd. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Welty Building Company Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ INVESTMENT ADVISORY SERVICES, BAKER & HOSTETLER.
