ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS 401(k) Plan
What public Form 5500 filings show about the ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS 401(k) plan — and how to find and check your own account.
The ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS 401(k) on its latest Form 5500
ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS (EIN 81-2299644) reports AJT WEALTH CONSULTANTS 401(K) PLAN on its most recent Form 5500, with $458K in plan assets across 4 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 ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS filing — schedules, fees, and providers.
Who runs the ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS 401(k)?
ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS’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 ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTSHR for the recordkeeper’s name and login.
How to check your ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS 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).