GRINDSTONE WEALTH MANAGEMENT LLC 401(k) Plan
What public Form 5500 filings show about the GRINDSTONE WEALTH MANAGEMENT LLC 401(k) plan — and how to find and check your own account.
The GRINDSTONE WEALTH MANAGEMENT LLC 401(k) on its latest Form 5500
GRINDSTONE WEALTH MANAGEMENT LLC (EIN 85-3060450) reports GRINDSTONE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRU on its most recent Form 5500, with $187K 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 GRINDSTONE WEALTH MANAGEMENT LLC filing — schedules, fees, and providers.
Who runs the GRINDSTONE WEALTH MANAGEMENT LLC 401(k)?
GRINDSTONE WEALTH MANAGEMENT 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 GRINDSTONE WEALTH MANAGEMENT LLCHR for the recordkeeper’s name and login.
How to check your GRINDSTONE WEALTH MANAGEMENT LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GRINDSTONE WEALTH MANAGEMENT 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).