What public Form 5500 filings show about the East Texas Wealth Planning Advisors, Inc. 401(k) plan — and how to find and check your own account.
East Texas Wealth Planning Advisors, Inc. (EIN 27-3846973) reports EAST TEXAS WEALTH PLANNING ADVISORS 401(K) PLAN on its most recent Form 5500, with $823K 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 East Texas Wealth Planning Advisors, Inc. filing — schedules, fees, and providers.
East Texas Wealth Planning 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 East Texas Wealth Planning Advisors, Inc.HR for the recordkeeper’s name and login.
