What public Form 5500 filings show about the Financial Wellness Partners d/b/a Smooth 401(k) 401(k) plan — and how to find and check your own account.
Financial Wellness Partners d/b/a Smooth 401(k) (EIN 83-0954781) reports SMOOTH 401(K) PLAN on its most recent Form 5500, with $25K in plan assets across 0 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 Wellness Partners d/b/a Smooth 401(k) filing — schedules, fees, and providers.
Financial Wellness Partners d/b/a Smooth 401(k)’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 Wellness Partners d/b/a Smooth 401(k)HR for the recordkeeper’s name and login.
