What public Form 5500 filings show about the Woltz & Wind Ford, Inc. 401(k) plan — and how to find and check your own account.
Woltz & Wind Ford, Inc. (EIN 25-1353793) reports WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $13.0M in plan assets across 142 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 Woltz & Wind Ford, 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Woltz & Wind Ford, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, DUNBAR BENDER & ZAPF, FIDELITY INVESTMENTS INSTITUTIONAL, MERRILL LYNCH, STADION MONEY MANAGEMENT.
