CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP) 401(k) Plan
What public Form 5500 filings show about the CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP) 401(k) plan — and how to find and check your own account.
The CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP) 401(k) on its latest Form 5500
CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP) (EIN 81-4239741) reports CLG WEALTH MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $115K 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 CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP) filing — schedules, fees, and providers.
Who runs the CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP) 401(k)?
CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP)’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 CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP)HR for the recordkeeper’s name and login.
How to check your CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP) 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP) 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).