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CLARK GUILLIAM WEALTH MANAGEMENT 401(k) Plan

What public Form 5500 filings show about the CLARK GUILLIAM WEALTH MANAGEMENT 401(k) plan — and how to find and check your own account.

Plan assets
$654K
Participants
7
Plans on file
1

The CLARK GUILLIAM WEALTH MANAGEMENT 401(k) on its latest Form 5500

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.

Who runs the CLARK GUILLIAM WEALTH MANAGEMENT 401(k)?

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.

How to check your CLARK GUILLIAM WEALTH MANAGEMENT 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CLARK GUILLIAM WEALTH MANAGEMENT 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).
More on this employer: CLARK GUILLIAM WEALTH MANAGEMENT — all Form 5500 filings (EIN 85-1647719) · Ohio employer EIN lookup · Form 5500 search
CLARK GUILLIAM WEALTH MANAGEMENT 401(k) Plan — Form 5500