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