Hunter W. Bailey DBA Wealth Strategies 401(k) Plan

The Hunter W. Bailey DBA Wealth Strategies 401(k) on its latest Form 5500

Hunter W. Bailey DBA Wealth Strategies (EIN 68-0269468) reports WEALTH STRATEGIES 401K PLAN on its most recent Form 5500, with $1.6M 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 Hunter W. Bailey DBA Wealth Strategies filing — schedules, fees, and providers.

Who runs the Hunter W. Bailey DBA Wealth Strategies 401(k)?

Hunter W. Bailey DBA Wealth Strategies’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 Hunter W. Bailey DBA Wealth StrategiesHR for the recordkeeper’s name and login.

How to check your Hunter W. Bailey DBA Wealth Strategies 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Hunter W. Bailey DBA Wealth Strategies 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).