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.
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.
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.
