DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES 401(k) Plan
What public Form 5500 filings show about the DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES 401(k) plan — and how to find and check your own account.
The DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES 401(k) on its latest Form 5500
DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES (EIN 85-2647823) reports DSQUARED TRES LLC 401(K) PLAN on its most recent Form 5500, with $246K 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 DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES filing — schedules, fees, and providers.
Who runs the DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES 401(k)?
DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES’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 DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICESHR for the recordkeeper’s name and login.
How to check your DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES 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).