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WHEELHOUSE LIFE SCIENCE ADVISORS 401(k) Plan

What public Form 5500 filings show about the WHEELHOUSE LIFE SCIENCE ADVISORS 401(k) plan — and how to find and check your own account.

Plan assets
$640K
Participants
3
Plans on file
1

The WHEELHOUSE LIFE SCIENCE ADVISORS 401(k) on its latest Form 5500

WHEELHOUSE LIFE SCIENCE ADVISORS (EIN 82-3918821) reports WHEELHOUSE LIFE SCIENCE ADVISORS 401K on its most recent Form 5500, with $640K 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 WHEELHOUSE LIFE SCIENCE ADVISORS filing — schedules, fees, and providers.

Who runs the WHEELHOUSE LIFE SCIENCE ADVISORS 401(k)?

WHEELHOUSE LIFE SCIENCE ADVISORS’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 WHEELHOUSE LIFE SCIENCE ADVISORSHR for the recordkeeper’s name and login.

How to check your WHEELHOUSE LIFE SCIENCE ADVISORS 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WHEELHOUSE LIFE SCIENCE ADVISORS 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: WHEELHOUSE LIFE SCIENCE ADVISORS — all Form 5500 filings (EIN 82-3918821) · California employer EIN lookup · Form 5500 search
WHEELHOUSE LIFE SCIENCE ADVISORS 401(k) Plan — Form 5500