WHALLEY LAW PLLC 401(k) Plan
What public Form 5500 filings show about the WHALLEY LAW PLLC 401(k) plan — and how to find and check your own account.
The WHALLEY LAW PLLC 401(k) on its latest Form 5500
WHALLEY LAW PLLC (EIN 27-3258292) reports WHALLEY LAW 401(K) PLAN on its most recent Form 5500, with $152K in plan assets across 11 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 WHALLEY LAW PLLC filing — schedules, fees, and providers.
Who runs the WHALLEY LAW PLLC 401(k)?
WHALLEY LAW PLLC’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 WHALLEY LAW PLLCHR for the recordkeeper’s name and login.
How to check your WHALLEY LAW PLLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WHALLEY LAW PLLC 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).