What public Form 5500 filings show about the Wyatt Investment Research, LLC 401(k) plan — and how to find and check your own account.
Wyatt Investment Research, LLC (EIN 41-2027167) reports WYATT INVESTMENT RESEARCH, LLC 401(K) RETIREMENT PLAN on its most recent Form 5500, with $3.1M in plan assets across 6 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 Wyatt Investment Research, LLC filing — schedules, fees, and providers.
Wyatt Investment Research, 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 Wyatt Investment Research, LLCHR for the recordkeeper’s name and login.
