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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

PR WEALTH MANAGEMENT GROUP, INC. 401(k) Plan

What public Form 5500 filings show about the PR WEALTH MANAGEMENT GROUP, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$402K
Participants
3
Plans on file
1

The PR WEALTH MANAGEMENT GROUP, INC. 401(k) on its latest Form 5500

PR WEALTH MANAGEMENT GROUP, INC. (EIN 26-1608431) reports PR WEALTH 401(K) PLAN on its most recent Form 5500, with $402K 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 PR WEALTH MANAGEMENT GROUP, INC. filing — schedules, fees, and providers.

Who runs the PR WEALTH MANAGEMENT GROUP, INC. 401(k)?

PR WEALTH MANAGEMENT GROUP, 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 PR WEALTH MANAGEMENT GROUP, INC.HR for the recordkeeper’s name and login.

How to check your PR WEALTH MANAGEMENT GROUP, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask PR WEALTH MANAGEMENT GROUP, 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).
More on this employer: PR WEALTH MANAGEMENT GROUP, INC. — all Form 5500 filings (EIN 26-1608431) · Illinois employer EIN lookup · Form 5500 search
PR WEALTH MANAGEMENT GROUP, INC. 401(k) Plan — Form 5500