What public Form 5500 filings show about the Element Wealth Planning LLC 401(k) plan — and how to find and check your own account.
Element Wealth Planning LLC (EIN 99-2021732) reports ELEMENT WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $36K 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 Element Wealth Planning LLC filing — schedules, fees, and providers.
Element Wealth Planning LLC’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 Element Wealth Planning LLCHR for the recordkeeper’s name and login.
