Whitaker Chalk Swindle Schwartz PLLC 401(k) Plan

The Whitaker Chalk Swindle Schwartz PLLC 401(k) on its latest Form 5500

Whitaker Chalk Swindle Schwartz PLLC (EIN 90-0136868) reports WHITAKER CHALK SWINDLE SCHWARTZ PLLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $6.9M in plan assets across 44 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 Whitaker Chalk Swindle Schwartz PLLC filing — schedules, fees, and providers.

Who runs the Whitaker Chalk Swindle Schwartz PLLC 401(k)?

Whitaker Chalk Swindle Schwartz 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 Whitaker Chalk Swindle Schwartz PLLCHR for the recordkeeper’s name and login.

How to check your Whitaker Chalk Swindle Schwartz PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Whitaker Chalk Swindle Schwartz 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).