MASSOW WEALTH STRATEGIES, INC. 401(k) Plan
What public Form 5500 filings show about the MASSOW WEALTH STRATEGIES, INC. 401(k) plan — and how to find and check your own account.
The MASSOW WEALTH STRATEGIES, INC. 401(k) on its latest Form 5500
MASSOW WEALTH STRATEGIES, INC. (EIN 86-0807838) reports MASSOW WEALTH STRATEGIES, INC. 401(K) PLAN on its most recent Form 5500, with $1.3M 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 MASSOW WEALTH STRATEGIES, INC. filing — schedules, fees, and providers.
Who runs the MASSOW WEALTH STRATEGIES, INC. 401(k)?
MASSOW WEALTH STRATEGIES, 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 MASSOW WEALTH STRATEGIES, INC.HR for the recordkeeper’s name and login.
How to check your MASSOW WEALTH STRATEGIES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MASSOW WEALTH STRATEGIES, 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).
