What public Form 5500 filings show about the Moreland Wealth Services Corporation 401(k) plan — and how to find and check your own account.
Moreland Wealth Services Corporation (EIN 83-3136342) reports MORELAND WEALTH SERVICES CORP 401(K) PLAN on its most recent Form 5500, with $972K in plan assets across 8 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 Moreland Wealth Services Corporation filing — schedules, fees, and providers.
Moreland Wealth Services Corporation’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 Moreland Wealth Services CorporationHR for the recordkeeper’s name and login.
