What public Form 5500 filings show about the Cerulean Private Wealth Adviso 401(k) plan — and how to find and check your own account.
Cerulean Private Wealth Adviso (EIN 83-1541818) reports CERULEAN PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $674K 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 Cerulean Private Wealth Adviso filing — schedules, fees, and providers.
Cerulean Private Wealth Adviso’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 Cerulean Private Wealth AdvisoHR for the recordkeeper’s name and login.
