What public Form 5500 filings show about the Wilson Group Financial Managemen 401(k) plan — and how to find and check your own account.
Wilson Group Financial Managemen (EIN 80-0762388) reports GNL 401K PLAN on its most recent Form 5500, with $378K in plan assets across 8 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 Group Financial Managemen filing — schedules, fees, and providers.
Wilson Group Financial Managemen’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 Group Financial ManagemenHR for the recordkeeper’s name and login.
