WHAT to Expect Project 401(k) Plan

The WHAT to Expect Project 401(k) on its latest Form 5500

WHAT to Expect Project (EIN 13-3969722) reports WHAT TO EXPECT PROJECT on its most recent Form 5500, with $91K in plan assets across 2 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 WHAT to Expect Project filing — schedules, fees, and providers.

Who runs the WHAT to Expect Project 401(k)?

WHAT to Expect Project’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 WHAT to Expect ProjectHR for the recordkeeper’s name and login.

How to check your WHAT to Expect Project 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask WHAT to Expect Project 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).