What public Form 5500 filings show about the Platinum Wealth Management of Buckhead, LLC 401(k) plan — and how to find and check your own account.
Platinum Wealth Management of Buckhead, LLC (EIN 86-2967333) reports PLATINUM WEALTH MANAGEMENT OF BUCKHEAD 401(K) PLAN on its most recent Form 5500, with $362K in plan assets across 4 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 Platinum Wealth Management of Buckhead, LLC filing — schedules, fees, and providers.
Platinum Wealth Management of Buckhead, 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 Platinum Wealth Management of Buckhead, LLCHR for the recordkeeper’s name and login.
