What public Form 5500 filings show about the WMS Financial Planners, Inc. 401(k) plan — and how to find and check your own account.
WMS Financial Planners, Inc. (EIN 82-3940355) reports WMS CONSUTANTS, LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $1.1M in plan assets across 3 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 WMS Financial Planners, Inc. filing — schedules, fees, and providers.
WMS Financial Planners, 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 WMS Financial Planners, Inc.HR for the recordkeeper’s name and login.
