What public Form 5500 filings show about the Winter Haven Management Services, LLC 401(k) plan — and how to find and check your own account.
Winter Haven Management Services, LLC (EIN 82-3611499) reports WHMS 401(K) PLAN on its most recent Form 5500, with $383K in plan assets across 48 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 Winter Haven Management Services, LLC filing — schedules, fees, and providers.
Winter Haven Management Services, 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 Winter Haven Management Services, LLCHR for the recordkeeper’s name and login.
