W.L. PETREY WHOLESALE COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the W.L. PETREY WHOLESALE COMPANY, INC. 401(k) plan — and how to find and check your own account.
The W.L. PETREY WHOLESALE COMPANY, INC. 401(k) on its latest Form 5500
W.L. PETREY WHOLESALE COMPANY, INC. (EIN 63-0672324) reports W. L. PETREY WHOLESALE COMPANY, INC. 401(K) PLAN on its most recent Form 5500, with $6.5M in plan assets across 324 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 W.L. PETREY WHOLESALE COMPANY, INC. filing — schedules, fees, and providers.
Who runs the W.L. PETREY WHOLESALE COMPANY, INC. 401(k)?
W.L. PETREY WHOLESALE COMPANY, INC.’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 W.L. PETREY WHOLESALE COMPANY, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLUE CROSS BLUE SHIELD OF ALABAMA.
How to check your W.L. PETREY WHOLESALE COMPANY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask W.L. PETREY WHOLESALE COMPANY, INC. 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).