Wood, KULL, Herschfus, OBEE & KULL, PC 401(k) Plan

The Wood, KULL, Herschfus, OBEE & KULL, PC 401(k) on its latest Form 5500

Wood, KULL, Herschfus, OBEE & KULL, PC (EIN 38-1945052) reports WOOD, KULL, HERSCHFUS, OBEE & KULL, PC 401K PROFIT SHARING PLAN on its most recent Form 5500, with $2.3M in plan assets across 7 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 Wood, KULL, Herschfus, OBEE & KULL, PC filing — schedules, fees, and providers.

Who runs the Wood, KULL, Herschfus, OBEE & KULL, PC 401(k)?

Wood, KULL, Herschfus, OBEE & KULL, PC’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 Wood, KULL, Herschfus, OBEE & KULL, PCHR for the recordkeeper’s name and login.

How to check your Wood, KULL, Herschfus, OBEE & KULL, PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Wood, KULL, Herschfus, OBEE & KULL, PC 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).