What public Form 5500 filings show about the Kevin Guille Strategic Wealth Management, LLC 401(k) plan — and how to find and check your own account.
Kevin Guille Strategic Wealth Management, LLC (EIN 93-1760164) reports SWM 401(K) PLAN on its most recent Form 5500, with $309K in plan assets across 3 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 Kevin Guille Strategic Wealth Management, LLC filing — schedules, fees, and providers.
Kevin Guille Strategic 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 Kevin Guille Strategic Wealth Management, LLCHR for the recordkeeper’s name and login.
