Cedar Creek Wealth Management, LLC 401(k) Plan

The Cedar Creek Wealth Management, LLC 401(k) on its latest Form 5500

Cedar Creek Wealth Management, LLC (EIN 93-4681368) reports CEDAR CREEK WEALTH MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $167K in plan assets across 7 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 Cedar Creek Wealth Management, LLC filing — schedules, fees, and providers.

Who runs the Cedar Creek Wealth Management, LLC 401(k)?

Cedar Creek Wealth Management, 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 Cedar Creek Wealth Management, LLCHR for the recordkeeper’s name and login.

How to check your Cedar Creek Wealth Management, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Cedar Creek Wealth Management, LLC 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).