What public Form 5500 filings show about the Devotional Personal Wealth Manag 401(k) plan — and how to find and check your own account.
Devotional Personal Wealth Manag (EIN 92-2050672) reports DEVOTIONAL PERSONAL WEALTH MANAGEMENT 401(K) on its most recent Form 5500, with $14K in plan assets across 4 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 Devotional Personal Wealth Manag filing — schedules, fees, and providers.
Devotional Personal Wealth Manag’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 Devotional Personal Wealth ManagHR for the recordkeeper’s name and login.
