What public Form 5500 filings show about the Consultiva Wealth Management Corp. 401(k) plan — and how to find and check your own account.
Consultiva Wealth Management Corp. (EIN 66-0569863) reports CONSULTIVA WEALTH MANAGEMENT RETIREMENT PLAN on its most recent Form 5500, with $0 in plan assets across 12 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 Consultiva Wealth Management Corp. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Consultiva Wealth Management Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTMENT RETIREMENT SOLUTIONS, BENEFIT CONSULTING GROUP OF PR, CONSULTIVA WEALTH MANAGEMENT.
