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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

WFA ASSET MANAGEMENT CORP. 401(k) Plan

What public Form 5500 filings show about the WFA ASSET MANAGEMENT CORP. 401(k) plan — and how to find and check your own account.

Plan assets
$2.8M
Participants
8
Plans on file
1

The WFA ASSET MANAGEMENT CORP. 401(k) on its latest Form 5500

WFA ASSET MANAGEMENT CORP. (EIN 39-1659836) reports WFA ASSET MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.8M in plan assets across 8 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 WFA ASSET MANAGEMENT CORP. filing — schedules, fees, and providers.

Who runs the WFA ASSET MANAGEMENT CORP. 401(k)?

WFA ASSET MANAGEMENT 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 WFA ASSET MANAGEMENT CORP.HR for the recordkeeper’s name and login.

How to check your WFA ASSET MANAGEMENT CORP. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WFA ASSET MANAGEMENT CORP. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: WFA ASSET MANAGEMENT CORP. — all Form 5500 filings (EIN 39-1659836) · Wisconsin employer EIN lookup · Form 5500 search
WFA ASSET MANAGEMENT CORP. 401(k) Plan — Form 5500