What public Form 5500 filings show about the WISS, Janney, Elstner Associates, Inc. 401(k) plan — and how to find and check your own account.
WISS, Janney, Elstner Associates, Inc. (EIN 36-2757956) reports WISS, JANNEY, ELSTNER ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $406.0M in plan assets across 860 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 WISS, Janney, Elstner Associates, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WISS, Janney, Elstner Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDUCIENT ADVISORS, EMPLOYEE BENEFITS, RXBENEFITS, STRATEGIC ADVISORS.
