What public Form 5500 filings show about the Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy 401(k) plan — and how to find and check your own account.
Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy (EIN 20-8758238) reports INSIGHT COUNSELING & THERAPY 401(K) PLAN on its most recent Form 5500, with $180K 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 Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy filing — schedules, fees, and providers.
Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy’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 Becky Wolery Enterprises, LLC DBA Insight Counseling & TherapyHR for the recordkeeper’s name and login.
