WOODMONT REAL ESTATE SERVICES, LP 401(k) Plan
What public Form 5500 filings show about the WOODMONT REAL ESTATE SERVICES, LP 401(k) plan — and how to find and check your own account.
The WOODMONT REAL ESTATE SERVICES, LP 401(k) on its latest Form 5500
WOODMONT REAL ESTATE SERVICES, LP (EIN 94-3209029) reports WOODMONT REAL ESTATE SERVICES, L.P. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $28.0M in plan assets across 353 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 WOODMONT REAL ESTATE SERVICES, LP filing — schedules, fees, and providers.
Who runs the WOODMONT REAL ESTATE SERVICES, LP 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WOODMONT REAL ESTATE SERVICES, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLTH ADVISORY SERVICES, GLOBAL RETIREMENT PARTNERS.
How to check your WOODMONT REAL ESTATE SERVICES, LP 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask WOODMONT REAL ESTATE SERVICES, LP 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).