What public Form 5500 filings show about the Ogden Wealth Management & Planning Services 401(k) plan — and how to find and check your own account.
Ogden Wealth Management & Planning Services (EIN 46-1380639) reports ROBERT A. OGDEN, CFP, CPA 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.7M in plan assets across 5 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 Ogden Wealth Management & Planning Services filing — schedules, fees, and providers.
Ogden Wealth Management & Planning Services’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 Ogden Wealth Management & Planning ServicesHR for the recordkeeper’s name and login.
