What public Form 5500 filings show about the Whichard and Woolard Investments LLC 401(k) plan — and how to find and check your own account.
Whichard and Woolard Investments LLC (EIN 92-1959132) reports WHICHARD & WOOLARD INVESTMENTS LLC 401K PLAN on its most recent Form 5500, with $816K in plan assets across 10 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 Whichard and Woolard Investments LLC filing — schedules, fees, and providers.
Whichard and Woolard Investments LLC’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 Whichard and Woolard Investments LLCHR for the recordkeeper’s name and login.
