What public Form 5500 filings show about the Wilson Callahan Strategies LLC 401(k) plan — and how to find and check your own account.
Wilson Callahan Strategies LLC (EIN 46-4606409) reports WILSON CALLAHAN STRATEGIES LLC 401(K) PLAN & TRUST on its most recent Form 5500, with $1.2M in plan assets across 7 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 Callahan Strategies LLC filing — schedules, fees, and providers.
Wilson Callahan Strategies LLC’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 Callahan Strategies LLCHR for the recordkeeper’s name and login.
