WILENTZ, GOLDMAN & SPITZER, P.A. 401(k) Plan
What public Form 5500 filings show about the WILENTZ, GOLDMAN & SPITZER, P.A. 401(k) plan — and how to find and check your own account.
The WILENTZ, GOLDMAN & SPITZER, P.A. 401(k) on its latest Form 5500
WILENTZ, GOLDMAN & SPITZER, P.A. (EIN 22-2292919) reports WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN on its most recent Form 5500, with $93.7M in plan assets across 226 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 WILENTZ, GOLDMAN & SPITZER, P.A. filing — schedules, fees, and providers.
Who runs the WILENTZ, GOLDMAN & SPITZER, P.A. 401(k)?
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 WILENTZ, GOLDMAN & SPITZER, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC WEALTH MANAGEMENT, FIRST STATE TRUST.
How to check your WILENTZ, GOLDMAN & SPITZER, P.A. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask WILENTZ, GOLDMAN & SPITZER, P.A. 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).