What public Form 5500 filings show about the William Wilson III Management 401(k) plan — and how to find and check your own account.
William Wilson III Management (EIN 94-3372558) reports WILLIAM WILSON III MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $904K 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 William Wilson III Management filing — schedules, fees, and providers.
William Wilson III Management’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 William Wilson III ManagementHR for the recordkeeper’s name and login.
