What public Form 5500 filings show about the SAA, LLC DBA Alacrity Wealth Advisors 401(k) plan — and how to find and check your own account.
SAA, LLC DBA Alacrity Wealth Advisors (EIN 81-4532363) reports ALACRITY WEALTH ADVISORS 401(K) PLAN on its most recent Form 5500, with $2.8M in plan assets across 12 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 SAA, LLC DBA Alacrity Wealth Advisors filing — schedules, fees, and providers.
SAA, LLC DBA Alacrity Wealth Advisors’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 SAA, LLC DBA Alacrity Wealth AdvisorsHR for the recordkeeper’s name and login.
