Wharton Property Advisors, Inc. 401(k) Plan

The Wharton Property Advisors, Inc. 401(k) on its latest Form 5500

Wharton Property Advisors, Inc. (EIN 13-3835152) reports WHARTON PROPERTY ADVISORS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $767K in plan assets across 3 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 Wharton Property Advisors, Inc. filing — schedules, fees, and providers.

Who runs the Wharton Property Advisors, Inc. 401(k)?

Wharton Property Advisors, 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 Wharton Property Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your Wharton Property Advisors, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Wharton Property Advisors, Inc. 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).