C.W. O'CONNER Wealth Advisors, Inc. 401(k) Plan

The C.W. O'CONNER Wealth Advisors, Inc. 401(k) on its latest Form 5500

C.W. O'CONNER Wealth Advisors, Inc. (EIN 58-2144304) reports C.W. O'CONNER WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.2M in plan assets across 3 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 C.W. O'CONNER Wealth Advisors, Inc. filing — schedules, fees, and providers.

Who runs the C.W. O'CONNER Wealth Advisors, Inc. 401(k)?

C.W. O'CONNER Wealth Advisors, Inc.’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 C.W. O'CONNER Wealth Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your C.W. O'CONNER Wealth Advisors, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask C.W. O'CONNER Wealth Advisors, Inc. 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).