What public Form 5500 filings show about the Cantilever Wealth Management, DBA Union Bridge Capital LLC 401(k) plan — and how to find and check your own account.
Cantilever Wealth Management, DBA Union Bridge Capital LLC (EIN 82-5083590) reports CANTILEVER WEALTH MANAGEMENT, LLC. 401(K) PLAN on its most recent Form 5500, with $656K 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 Cantilever Wealth Management, DBA Union Bridge Capital LLC filing — schedules, fees, and providers.
Cantilever Wealth Management, DBA Union Bridge Capital LLC’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 Cantilever Wealth Management, DBA Union Bridge Capital LLCHR for the recordkeeper’s name and login.
