3D Wealth Management Services, LLC 401(k) Plan

The 3D Wealth Management Services, LLC 401(k) on its latest Form 5500

3D Wealth Management Services, LLC (EIN 11-2581237) reports 3D WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $3.4M 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 3D Wealth Management Services, LLC filing — schedules, fees, and providers.

Who runs the 3D Wealth Management Services, LLC 401(k)?

3D Wealth Management Services, 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 3D Wealth Management Services, LLCHR for the recordkeeper’s name and login.

How to check your 3D Wealth Management Services, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask 3D Wealth Management Services, LLC 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).