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NC PLANNERS DBA PURE WEALTH STRATEGIES 401(k) Plan

What public Form 5500 filings show about the NC PLANNERS DBA PURE WEALTH STRATEGIES 401(k) plan — and how to find and check your own account.

Plan assets
$845K
Participants
12
Plans on file
1

The NC PLANNERS DBA PURE WEALTH STRATEGIES 401(k) on its latest Form 5500

NC PLANNERS DBA PURE WEALTH STRATEGIES (EIN 87-2165309) reports PURE WEALTH STRATEGIES 401(K) PLAN on its most recent Form 5500, with $845K in plan assets across 12 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 NC PLANNERS DBA PURE WEALTH STRATEGIES filing — schedules, fees, and providers.

Who runs the NC PLANNERS DBA PURE WEALTH STRATEGIES 401(k)?

NC PLANNERS DBA PURE WEALTH STRATEGIES’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 NC PLANNERS DBA PURE WEALTH STRATEGIESHR for the recordkeeper’s name and login.

How to check your NC PLANNERS DBA PURE WEALTH STRATEGIES 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask NC PLANNERS DBA PURE WEALTH STRATEGIES 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).
More on this employer: NC PLANNERS DBA PURE WEALTH STRATEGIES — all Form 5500 filings (EIN 87-2165309) · North Carolina employer EIN lookup · Form 5500 search
NC PLANNERS DBA PURE WEALTH STRATEGIES 401(k) Plan — Form 5500