What public Form 5500 filings show about the Wildflower Legacy and Wealth Planning 401(k) plan — and how to find and check your own account.
Wildflower Legacy and Wealth Planning (EIN 82-1967595) reports WILDFLOWER LEGACY AND WEALTH PLANNING 401K PLAN on its most recent Form 5500, with $61K in plan assets across 4 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 Wildflower Legacy and Wealth Planning filing — schedules, fees, and providers.
Wildflower Legacy and Wealth Planning’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 Wildflower Legacy and Wealth PlanningHR for the recordkeeper’s name and login.