WILSON & WILSON ESTATE PLANNING 401(k) Plan
What public Form 5500 filings show about the WILSON & WILSON ESTATE PLANNING 401(k) plan — and how to find and check your own account.
The WILSON & WILSON ESTATE PLANNING 401(k) on its latest Form 5500
WILSON & WILSON ESTATE PLANNING (EIN 81-0784830) reports WILSON & WILSON ESTATE PLANNING & ELDER LAW 401(K) SAVINGS PLAN on its most recent Form 5500, with $120K in plan assets across 14 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 WILSON & WILSON ESTATE PLANNING filing — schedules, fees, and providers.
Who runs the WILSON & WILSON ESTATE PLANNING 401(k)?
WILSON & WILSON ESTATE 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 WILSON & WILSON ESTATE PLANNINGHR for the recordkeeper’s name and login.
How to check your WILSON & WILSON ESTATE PLANNING 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WILSON & WILSON ESTATE PLANNING 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).