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CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(k) Plan

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

Plan assets
$535K
Participants
3
Plans on file
1

The CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(k) on its latest Form 5500

CAREY CONSULTING WEALTH MANAGEMENT, INC. (EIN 26-0177096) reports CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $535K in plan assets across 3 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 CAREY CONSULTING WEALTH MANAGEMENT, INC. filing — schedules, fees, and providers.

Who runs the CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(k)?

CAREY CONSULTING WEALTH MANAGEMENT, 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 CAREY CONSULTING WEALTH MANAGEMENT, INC.HR for the recordkeeper’s name and login.

How to check your CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CAREY CONSULTING WEALTH MANAGEMENT, 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: CAREY CONSULTING WEALTH MANAGEMENT, INC. — all Form 5500 filings (EIN 26-0177096) · California employer EIN lookup · Form 5500 search
CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(k) Plan — Form 5500