What public Form 5500 filings show about the Claire REID Wealth Advisory 401(k) plan — and how to find and check your own account.
Claire REID Wealth Advisory (EIN 26-0906680) reports CLAIRE REID WEALTH ADVISORY 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 2 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 Claire REID Wealth Advisory filing — schedules, fees, and providers.
Claire REID Wealth Advisory’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 Claire REID Wealth AdvisoryHR for the recordkeeper’s name and login.
