What public Form 5500 filings show about the Careerwise New York 401(k) plan — and how to find and check your own account.
Careerwise New York (EIN 85-1715974) reports CAREERWISE 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $43K in plan assets across 31 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 Careerwise New York filing — schedules, fees, and providers.
Careerwise New York’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 Careerwise New YorkHR for the recordkeeper’s name and login.
