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ANNEX WEALTH MANAGEMENT, LLC 401(k) Plan

What public Form 5500 filings show about the ANNEX WEALTH MANAGEMENT, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$13.9M
Participants
148
Plans on file
1

The ANNEX WEALTH MANAGEMENT, LLC 401(k) on its latest Form 5500

ANNEX WEALTH MANAGEMENT, LLC (EIN 68-0524298) reports ANNEX WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN on its most recent Form 5500, with $13.9M in plan assets across 148 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 ANNEX WEALTH MANAGEMENT, LLC filing — schedules, fees, and providers.

Who runs the ANNEX WEALTH MANAGEMENT, LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is PPG RETIREMENT PLAN SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ANNEX WEALTH MANAGEMENT, LLC 401(k).

How to check your ANNEX WEALTH MANAGEMENT, LLC 401(k)

  • Log in to PPG RETIREMENT PLAN SERVICES’s participant portal (the site on your statements).
  • Ask ANNEX WEALTH MANAGEMENT, 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).
More on this employer: ANNEX WEALTH MANAGEMENT, LLC — all Form 5500 filings (EIN 68-0524298) · Wisconsin employer EIN lookup · Form 5500 search
ANNEX WEALTH MANAGEMENT, LLC 401(k) Plan — Form 5500