What public Form 5500 filings show about the Wendy Heller Law, Inc. 401(k) plan — and how to find and check your own account.
Wendy Heller Law, Inc. (EIN 27-2275140) reports WENDY HELLER LAW, INC. 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 5 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 Wendy Heller Law, Inc. filing — schedules, fees, and providers.
Wendy Heller Law, Inc.’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 Wendy Heller Law, Inc.HR for the recordkeeper’s name and login.
