EAST TEXAS WEALTH PLANNING ADVISORS, INC. 401(k) Plan
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.
The EAST TEXAS WEALTH PLANNING ADVISORS, INC. 401(k) on its latest Form 5500
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.
Who runs the EAST TEXAS WEALTH PLANNING ADVISORS, INC. 401(k)?
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.
How to check your EAST TEXAS WEALTH PLANNING ADVISORS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask EAST TEXAS WEALTH PLANNING 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).