What public Form 5500 filings show about the 7TH Generation Wealth Advisors 401(k) plan — and how to find and check your own account.
7TH Generation Wealth Advisors (EIN 87-4748671) reports 7TH GENERATION WEALTH ADVISORS 401K PLAN on its most recent Form 5500, with $29K 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 7TH Generation Wealth Advisors filing — schedules, fees, and providers.
7TH Generation Wealth Advisors’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 7TH Generation Wealth AdvisorsHR for the recordkeeper’s name and login.
