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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ASPIRE PRIVATE WEALTH COUNSEL 401(k) Plan

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

Plan assets
$207K
Participants
5
Plans on file
1

The ASPIRE PRIVATE WEALTH COUNSEL 401(k) on its latest Form 5500

ASPIRE PRIVATE WEALTH COUNSEL (EIN 81-1301754) reports ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN on its most recent Form 5500, with $207K 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 ASPIRE PRIVATE WEALTH COUNSEL filing — schedules, fees, and providers.

Who runs the ASPIRE PRIVATE WEALTH COUNSEL 401(k)?

ASPIRE PRIVATE WEALTH COUNSEL’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 ASPIRE PRIVATE WEALTH COUNSELHR for the recordkeeper’s name and login.

How to check your ASPIRE PRIVATE WEALTH COUNSEL 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ASPIRE PRIVATE WEALTH COUNSEL 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: ASPIRE PRIVATE WEALTH COUNSEL — all Form 5500 filings (EIN 81-1301754) · Tennessee employer EIN lookup · Form 5500 search
ASPIRE PRIVATE WEALTH COUNSEL 401(k) Plan — Form 5500