Michael a Waxberg CFP a SOLE Proprietor 401(k) Plan

The Michael a Waxberg CFP a SOLE Proprietor 401(k) on its latest Form 5500

Michael a Waxberg CFP a SOLE Proprietor (EIN 20-5450474) reports MICHAEL A WAXBERG CFP A SOLE PROPRIETOR 401K PROFIT SHARING PLAN on its most recent Form 5500, with $1.7M 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 Michael a Waxberg CFP a SOLE Proprietor filing — schedules, fees, and providers.

Who runs the Michael a Waxberg CFP a SOLE Proprietor 401(k)?

Michael a Waxberg CFP a SOLE Proprietor’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 Michael a Waxberg CFP a SOLE ProprietorHR for the recordkeeper’s name and login.

How to check your Michael a Waxberg CFP a SOLE Proprietor 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Michael a Waxberg CFP a SOLE Proprietor 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).