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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

FINANCIAL STRATEGIES OF WISCONSIN, LLC 401(k) Plan

What public Form 5500 filings show about the FINANCIAL STRATEGIES OF WISCONSIN, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$153K
Participants
5
Plans on file
1

The FINANCIAL STRATEGIES OF WISCONSIN, LLC 401(k) on its latest Form 5500

FINANCIAL STRATEGIES OF WISCONSIN, LLC (EIN 26-1317228) reports FSW 401(K) PLAN on its most recent Form 5500, with $153K in plan assets across 5 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 FINANCIAL STRATEGIES OF WISCONSIN, LLC filing — schedules, fees, and providers.

Who runs the FINANCIAL STRATEGIES OF WISCONSIN, LLC 401(k)?

FINANCIAL STRATEGIES OF WISCONSIN, 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 FINANCIAL STRATEGIES OF WISCONSIN, LLCHR for the recordkeeper’s name and login.

How to check your FINANCIAL STRATEGIES OF WISCONSIN, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask FINANCIAL STRATEGIES OF WISCONSIN, 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).
More on this employer: FINANCIAL STRATEGIES OF WISCONSIN, LLC — all Form 5500 filings (EIN 26-1317228) · Wisconsin employer EIN lookup · Form 5500 search
FINANCIAL STRATEGIES OF WISCONSIN, LLC 401(k) Plan — Form 5500