Wimberly Lawson Wright Daves Jones, PLLC 401(k) Plan
What public Form 5500 filings show about the Wimberly Lawson Wright Daves Jones, PLLC 401(k) plan — and how to find and check your own account.
The Wimberly Lawson Wright Daves Jones, PLLC 401(k) on its latest Form 5500
Wimberly Lawson Wright Daves Jones, PLLC (EIN 62-1684580) reports EMPLOYEE BENEFIT PLAN OF WIMBERLY LAWSON WRIGHT DAVES & JONES, PLLC on its most recent Form 5500, with $7.4M in plan assets across 21 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 Wimberly Lawson Wright Daves Jones, PLLC filing — schedules, fees, and providers.
Who runs the Wimberly Lawson Wright Daves Jones, PLLC 401(k)?
Wimberly Lawson Wright Daves Jones, PLLC’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 Wimberly Lawson Wright Daves Jones, PLLCHR for the recordkeeper’s name and login.
How to check your Wimberly Lawson Wright Daves Jones, PLLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Wimberly Lawson Wright Daves Jones, PLLC 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).