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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

MARTEL WEALTH ADVISORS, INC. 401(k) Plan

What public Form 5500 filings show about the MARTEL WEALTH ADVISORS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$2.0M
Participants
13
Plans on file
1

The MARTEL WEALTH ADVISORS, INC. 401(k) on its latest Form 5500

MARTEL WEALTH ADVISORS, INC. (EIN 91-2092070) reports MARTEL WEALTH ADVISORS, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $2.0M in plan assets across 13 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 MARTEL WEALTH ADVISORS, INC. filing — schedules, fees, and providers.

Who runs the MARTEL WEALTH ADVISORS, INC. 401(k)?

MARTEL WEALTH ADVISORS, 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 MARTEL WEALTH ADVISORS, INC.HR for the recordkeeper’s name and login.

How to check your MARTEL WEALTH ADVISORS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MARTEL WEALTH ADVISORS, 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).
More on this employer: MARTEL WEALTH ADVISORS, INC. — all Form 5500 filings (EIN 91-2092070) · Washington employer EIN lookup · Form 5500 search
MARTEL WEALTH ADVISORS, INC. 401(k) Plan — Form 5500