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ACCOUNTANTS WEALTH NATIONAL GROU 401(k) Plan

What public Form 5500 filings show about the ACCOUNTANTS WEALTH NATIONAL GROU 401(k) plan — and how to find and check your own account.

Plan assets
$174K
Participants
5
Plans on file
1

The ACCOUNTANTS WEALTH NATIONAL GROU 401(k) on its latest Form 5500

ACCOUNTANTS WEALTH NATIONAL GROU (EIN 84-3698432) reports ACCOUNTANTS WEALTH NATIONAL GROUP LLC on its most recent Form 5500, with $174K in plan assets across 5 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 ACCOUNTANTS WEALTH NATIONAL GROU filing — schedules, fees, and providers.

Who runs the ACCOUNTANTS WEALTH NATIONAL GROU 401(k)?

ACCOUNTANTS WEALTH NATIONAL GROU’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 ACCOUNTANTS WEALTH NATIONAL GROUHR for the recordkeeper’s name and login.

How to check your ACCOUNTANTS WEALTH NATIONAL GROU 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ACCOUNTANTS WEALTH NATIONAL GROU 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).
More on this employer: ACCOUNTANTS WEALTH NATIONAL GROU — all Form 5500 filings (EIN 84-3698432) · Florida employer EIN lookup · Form 5500 search
ACCOUNTANTS WEALTH NATIONAL GROU 401(k) Plan — Form 5500