MAXWELL WEALTH STRATEGIES INC. 401(k) Plan
What public Form 5500 filings show about the MAXWELL WEALTH STRATEGIES INC. 401(k) plan — and how to find and check your own account.
The MAXWELL WEALTH STRATEGIES INC. 401(k) on its latest Form 5500
MAXWELL WEALTH STRATEGIES INC. (EIN 47-4537598) reports MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN on its most recent Form 5500, with $1.7M in plan assets across 4 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 MAXWELL WEALTH STRATEGIES INC. filing — schedules, fees, and providers.
Who runs the MAXWELL WEALTH STRATEGIES INC. 401(k)?
MAXWELL 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 MAXWELL WEALTH STRATEGIES INC.HR for the recordkeeper’s name and login.
How to check your MAXWELL WEALTH STRATEGIES INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MAXWELL 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).