Willcox & Savage, P.C. 401(k) Plan

The Willcox & Savage, P.C. 401(k) on its latest Form 5500

Willcox & Savage, P.C. (EIN 54-0976999) reports WILLCOX & SAVAGE, P.C. PROFIT-SHARING RETIREMENT PLAN on its most recent Form 5500, with $79.7M in plan assets across 144 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 Willcox & Savage, P.C. filing — schedules, fees, and providers.

Who runs the Willcox & Savage, P.C. 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 Willcox & Savage, P.C. 401(k).

How to check your Willcox & Savage, P.C. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Willcox & Savage, P.C. 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).