WOLLMAN WEALTH DESIGNS, INC. 401(k) Plan
What public Form 5500 filings show about the WOLLMAN WEALTH DESIGNS, INC. 401(k) plan — and how to find and check your own account.
The WOLLMAN WEALTH DESIGNS, INC. 401(k) on its latest Form 5500
WOLLMAN WEALTH DESIGNS, INC. (EIN 33-0834272) reports WWD 401(K) PLAN on its most recent Form 5500, with $460K in plan assets across 4 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 WOLLMAN WEALTH DESIGNS, INC. filing — schedules, fees, and providers.
Who runs the WOLLMAN WEALTH DESIGNS, INC. 401(k)?
WOLLMAN WEALTH DESIGNS, 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 WOLLMAN WEALTH DESIGNS, INC.HR for the recordkeeper’s name and login.
How to check your WOLLMAN WEALTH DESIGNS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WOLLMAN WEALTH DESIGNS, 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).