Leading the Wise Way, Inc. 401(k) Plan

The Leading the Wise Way, Inc. 401(k) on its latest Form 5500

Leading the Wise Way, Inc. (EIN 82-2062091) reports LEADING THE WISE WAY, INC. RETIREMENT PLAN on its most recent Form 5500, with $99K 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 Leading the Wise Way, Inc. filing — schedules, fees, and providers.

Who runs the Leading the Wise Way, Inc. 401(k)?

Leading the Wise Way, Inc.’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 Leading the Wise Way, Inc.HR for the recordkeeper’s name and login.

How to check your Leading the Wise Way, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Leading the Wise Way, Inc. 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).