What public Form 5500 filings show about the Winchester Road CFA 401(k) plan — and how to find and check your own account.
Winchester Road CFA (EIN 58-2268172) reports WINCHESTER ROAD CFA 401(K) PLAN on its most recent Form 5500, with $71K in plan assets across 31 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 Winchester Road CFA filing — schedules, fees, and providers.
Winchester Road CFA’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 Winchester Road CFAHR for the recordkeeper’s name and login.
