FAMILY WEALTH MANAGEMENT ADVISOR LLC 401(k) Plan
What public Form 5500 filings show about the FAMILY WEALTH MANAGEMENT ADVISOR LLC 401(k) plan — and how to find and check your own account.
The FAMILY WEALTH MANAGEMENT ADVISOR LLC 401(k) on its latest Form 5500
FAMILY WEALTH MANAGEMENT ADVISOR LLC (EIN 30-0641742) reports FAMILY WEALTH MANAGEMENT ADVISORY LLC 401K) PLAN on its most recent Form 5500, with $373K 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 FAMILY WEALTH MANAGEMENT ADVISOR LLC filing — schedules, fees, and providers.
Who runs the FAMILY WEALTH MANAGEMENT ADVISOR LLC 401(k)?
FAMILY WEALTH MANAGEMENT ADVISOR 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 FAMILY WEALTH MANAGEMENT ADVISOR LLCHR for the recordkeeper’s name and login.
How to check your FAMILY WEALTH MANAGEMENT ADVISOR LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FAMILY WEALTH MANAGEMENT ADVISOR LLC 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).