What public Form 5500 filings show about the Wendy LIU Accountancy Corp. 401(k) plan — and how to find and check your own account.
Wendy LIU Accountancy Corp. (EIN 27-0826294) reports WENDY LIU ACCOUNTANCY CORP. PROFIT SHARING PLAN on its most recent Form 5500, with $274K 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 LIU Accountancy Corp. filing — schedules, fees, and providers.
Wendy LIU Accountancy Corp.’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 LIU Accountancy Corp.HR for the recordkeeper’s name and login.
