What public Form 5500 filings show about the Etesian Wealth Advisors, Inc. 401(k) plan — and how to find and check your own account.
Etesian Wealth Advisors, Inc. (EIN 27-1100313) reports ETESIAN WEALTH ADVISORS, 401K PLAN on its most recent Form 5500, with $717K in plan assets across 8 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 Etesian Wealth Advisors, Inc. filing — schedules, fees, and providers.
Etesian Wealth 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 Etesian Wealth Advisors, Inc.HR for the recordkeeper’s name and login.
