What public Form 5500 filings show about the Wendy Whelihan PH.D LMFT Inc. 401(k) plan — and how to find and check your own account.
Wendy Whelihan PH.D LMFT Inc. (EIN 82-3912339) reports WENDY WHELIHAN PHD LMFT INC 401(K) PLAN on its most recent Form 5500, with $643K in plan assets across 1 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 Whelihan PH.D LMFT Inc. filing — schedules, fees, and providers.
Wendy Whelihan PH.D LMFT 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 Whelihan PH.D LMFT Inc.HR for the recordkeeper’s name and login.
