What public Form 5500 filings show about the Wickens Herzer Panza Co. 401(k) plan — and how to find and check your own account.
Wickens Herzer Panza Co. (EIN 34-1205692) reports WICKENS HERZER PANZA 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $23.8M in plan assets across 60 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 Wickens Herzer Panza Co. filing — schedules, fees, and providers.
Wickens Herzer Panza Co.’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 Wickens Herzer Panza Co.HR for the recordkeeper’s name and login.
