D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT 401(k) Plan
What public Form 5500 filings show about the D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT 401(k) plan — and how to find and check your own account.
The D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT 401(k) on its latest Form 5500
D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT (EIN 45-4239502) reports TRADEWINDS WEALTH MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $260K in plan assets across 6 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 D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT filing — schedules, fees, and providers.
Who runs the D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT 401(k)?
D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT’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 D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENTHR for the recordkeeper’s name and login.
How to check your D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT 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).