What public Form 5500 filings show about the Personalized Wealth Management L 401(k) plan — and how to find and check your own account.
Personalized Wealth Management L (EIN 83-0611852) reports PERSONALIZED WEALTH MANAGEMENT LLC-401(K) on its most recent Form 5500, with $217K 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 Personalized Wealth Management L filing — schedules, fees, and providers.
Personalized Wealth Management L’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 Personalized Wealth Management LHR for the recordkeeper’s name and login.
