Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

BOSTON WEALTH STRATEGIES, INC. 401(k) Plan

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

Plan assets
$1.8M
Participants
15
Plans on file
1

The BOSTON WEALTH STRATEGIES, INC. 401(k) on its latest Form 5500

BOSTON WEALTH STRATEGIES, INC. (EIN 46-3096479) reports BOSTON WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.8M in plan assets across 15 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 BOSTON WEALTH STRATEGIES, INC. filing — schedules, fees, and providers.

Who runs the BOSTON WEALTH STRATEGIES, INC. 401(k)?

BOSTON WEALTH STRATEGIES, INC.’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 BOSTON WEALTH STRATEGIES, INC.HR for the recordkeeper’s name and login.

How to check your BOSTON WEALTH STRATEGIES, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask BOSTON WEALTH STRATEGIES, INC. 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: BOSTON WEALTH STRATEGIES, INC. — all Form 5500 filings (EIN 46-3096479) · Massachusetts employer EIN lookup · Form 5500 search
BOSTON WEALTH STRATEGIES, INC. 401(k) Plan — Form 5500