What public Form 5500 filings show about the Chatterton & Associates the Wealth Management Team, Inc. 401(k) plan — and how to find and check your own account.
Chatterton & Associates the Wealth Management Team, Inc. (EIN 20-0999213) reports CHATTERTON & ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $4.8M in plan assets across 33 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 Chatterton & Associates the Wealth Management Team, Inc. filing — schedules, fees, and providers.
Chatterton & Associates the Wealth Management Team, 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 Chatterton & Associates the Wealth Management Team, Inc.HR for the recordkeeper’s name and login.
