What public Form 5500 filings show about the Wortman Mechanical, LLC 401(k) plan — and how to find and check your own account.
Wortman Mechanical, LLC (EIN 54-1911018) reports WORTMAN MECHANICAL EMPLOYEE RETIREMENT PLAN on its most recent Form 5500, with $279K in plan assets across 11 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 Wortman Mechanical, LLC filing — schedules, fees, and providers.
Wortman Mechanical, LLC’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 Wortman Mechanical, LLCHR for the recordkeeper’s name and login.
