WILLSON, JONES, CARTER & BAXLEY, P.A. 401(k) Plan
What public Form 5500 filings show about the WILLSON, JONES, CARTER & BAXLEY, P.A. 401(k) plan — and how to find and check your own account.
The WILLSON, JONES, CARTER & BAXLEY, P.A. 401(k) on its latest Form 5500
WILLSON, JONES, CARTER & BAXLEY, P.A. (EIN 75-3048189) reports WILLSON, JONES, CARTER & BAXLEY, P.A. 401(K) PLAN on its most recent Form 5500, with $24.4M in plan assets across 163 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 WILLSON, JONES, CARTER & BAXLEY, P.A. filing — schedules, fees, and providers.
Who runs the WILLSON, JONES, CARTER & BAXLEY, 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WILLSON, JONES, CARTER & BAXLEY, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATCH GRADE ADVISORS, HEALTHGRAM, AP BENEFITS ADVISORS, CIGNA CORPRATION, SMITH RX.
How to check your WILLSON, JONES, CARTER & BAXLEY, P.A. 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask WILLSON, JONES, CARTER & BAXLEY, 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).