What public Form 5500 filings show about the MT. Diablo Private Wealth Advisors, LLC 401(k) plan — and how to find and check your own account.
MT. Diablo Private Wealth Advisors, LLC (EIN 81-2803561) reports MDPWA 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $842K in plan assets across 7 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 MT. Diablo Private Wealth Advisors, LLC filing — schedules, fees, and providers.
MT. Diablo Private Wealth Advisors, LLC’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 MT. Diablo Private Wealth Advisors, LLCHR for the recordkeeper’s name and login.
