What public Form 5500 filings show about the Clark Guilliam Wealth Management 401(k) plan — and how to find and check your own account.
Clark Guilliam Wealth Management (EIN 85-1647719) reports CLARK GUILLIAM WEALTH MANAGEMENT SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $654K 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 Clark Guilliam Wealth Management filing — schedules, fees, and providers.
Clark Guilliam Wealth Management’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 Clark Guilliam Wealth ManagementHR for the recordkeeper’s name and login.
