What public Form 5500 filings show about the Wolfsohn Financial Services I 401(k) plan — and how to find and check your own account.
Wolfsohn Financial Services I (EIN 11-3120944) reports WOLFSOHN FINANCIAL SERVICES I 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.9M in plan assets across 12 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 Wolfsohn Financial Services I filing — schedules, fees, and providers.
Wolfsohn Financial Services I’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 Wolfsohn Financial Services IHR for the recordkeeper’s name and login.
