What public Form 5500 filings show about the Wilbert Funeral Service, Inc. 401(k) plan — and how to find and check your own account.
Wilbert Funeral Service, Inc. (EIN 36-4128481) reports WILBERT FUNERAL SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Wilbert Funeral Service, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wilbert Funeral Service, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, MARKSNELSON, MERRILL LYNCH PIERCE FENNER&SMIT, WEALTH MANAGEMENT SYSTEMS.
