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WHOLEHEARTED BOOKKEEPING LLC 401(k) Plan

What public Form 5500 filings show about the WHOLEHEARTED BOOKKEEPING LLC 401(k) plan — and how to find and check your own account.

Plan assets
$15K
Participants
7
Plans on file
1

The WHOLEHEARTED BOOKKEEPING LLC 401(k) on its latest Form 5500

WHOLEHEARTED BOOKKEEPING LLC (EIN 85-2532690) reports WHOLEHEARTED BOOKKEEPING 401(K) PLAN on its most recent Form 5500, with $15K in plan assets across 7 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 WHOLEHEARTED BOOKKEEPING LLC filing — schedules, fees, and providers.

Who runs the WHOLEHEARTED BOOKKEEPING LLC 401(k)?

WHOLEHEARTED BOOKKEEPING 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 WHOLEHEARTED BOOKKEEPING LLCHR for the recordkeeper’s name and login.

How to check your WHOLEHEARTED BOOKKEEPING LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WHOLEHEARTED BOOKKEEPING LLC 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: WHOLEHEARTED BOOKKEEPING LLC — all Form 5500 filings (EIN 85-2532690) · California employer EIN lookup · Form 5500 search
WHOLEHEARTED BOOKKEEPING LLC 401(k) Plan — Form 5500