PURSUIT WEALTH GROUP 401(k) Plan
What public Form 5500 filings show about the PURSUIT WEALTH GROUP 401(k) plan — and how to find and check your own account.
The PURSUIT WEALTH GROUP 401(k) on its latest Form 5500
PURSUIT WEALTH GROUP (EIN 88-0794116) reports PURSUIT WEALTH GROUP 401(K) PLAN AND TRUST on its most recent Form 5500, with $742K in plan assets across 14 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 PURSUIT WEALTH GROUP filing — schedules, fees, and providers.
Who runs the PURSUIT WEALTH GROUP 401(k)?
PURSUIT WEALTH GROUP’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 PURSUIT WEALTH GROUPHR for the recordkeeper’s name and login.
How to check your PURSUIT WEALTH GROUP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PURSUIT WEALTH GROUP 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).