What public Form 5500 filings show about the Positive Planning Wealth Advisor 401(k) plan — and how to find and check your own account.
Positive Planning Wealth Advisor (EIN 99-0791654) reports POSITIVE PLANNING WEALTH ADVISORS, LLC 401(K) PLAN on its most recent Form 5500, with $971K in plan assets across 1 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 Positive Planning Wealth Advisor filing — schedules, fees, and providers.
Positive Planning Wealth Advisor’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 Positive Planning Wealth AdvisorHR for the recordkeeper’s name and login.
