PLANWISE RETIREMENT STRATEGIES, INC. 401(k) Plan
What public Form 5500 filings show about the PLANWISE RETIREMENT STRATEGIES, INC. 401(k) plan — and how to find and check your own account.
The PLANWISE RETIREMENT STRATEGIES, INC. 401(k) on its latest Form 5500
PLANWISE RETIREMENT STRATEGIES, INC. (EIN 82-1568829) reports PLANWISE RETIREMENT STRATEGIES 401(K) PLAN on its most recent Form 5500, with $79K in plan assets across 3 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 PLANWISE RETIREMENT STRATEGIES, INC. filing — schedules, fees, and providers.
Who runs the PLANWISE RETIREMENT STRATEGIES, INC. 401(k)?
PLANWISE RETIREMENT STRATEGIES, INC.’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 PLANWISE RETIREMENT STRATEGIES, INC.HR for the recordkeeper’s name and login.
How to check your PLANWISE RETIREMENT STRATEGIES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PLANWISE RETIREMENT STRATEGIES, INC. 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).