PALOS WEALTH ADVISORS LLC 401(k) Plan
What public Form 5500 filings show about the PALOS WEALTH ADVISORS LLC 401(k) plan — and how to find and check your own account.
The PALOS WEALTH ADVISORS LLC 401(k) on its latest Form 5500
PALOS WEALTH ADVISORS LLC (EIN 27-3111608) reports PALOS WEALTH ADVISORS LLC 401(K) PLAN & TRUST on its most recent Form 5500, with $844K in plan assets across 2 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 PALOS WEALTH ADVISORS LLC filing — schedules, fees, and providers.
Who runs the PALOS WEALTH ADVISORS LLC 401(k)?
PALOS 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 PALOS WEALTH ADVISORS LLCHR for the recordkeeper’s name and login.
How to check your PALOS WEALTH ADVISORS LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PALOS WEALTH ADVISORS LLC 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).