What public Form 5500 filings show about the WEX Inc. 401(k) plan — and how to find and check your own account.
WEX Inc. (EIN 01-0526993) reports WEX INC. EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $521.7M in plan assets across 5,083 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 WEX Inc. 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WEX Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VERRILL DANA LLP.
