MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT 401(k) Plan
What public Form 5500 filings show about the MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT 401(k) plan — and how to find and check your own account.
The MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT 401(k) on its latest Form 5500
MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT (EIN 01-0377968) reports MEANS WEALTH MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $7.7M in plan assets across 20 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 MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT filing — schedules, fees, and providers.
Who runs the MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT 401(k)?
MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT’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 MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENTHR for the recordkeeper’s name and login.
How to check your MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT 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).