What public Form 5500 filings show about the Precision Wealth Financial & Insurance SRVS 401(k) plan — and how to find and check your own account.
Precision Wealth Financial & Insurance SRVS (EIN 33-0986862) reports PRECISION WEALTH FINANCIAL & INSURANCE 401(K) on its most recent Form 5500, with $2.8M in plan assets across 8 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 Precision Wealth Financial & Insurance SRVS filing — schedules, fees, and providers.
Precision Wealth Financial & Insurance SRVS’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 Precision Wealth Financial & Insurance SRVSHR for the recordkeeper’s name and login.
