SALIENT WEALTH PLANNING GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the SALIENT WEALTH PLANNING GROUP, INC. 401(k) plan — and how to find and check your own account.
The SALIENT WEALTH PLANNING GROUP, INC. 401(k) on its latest Form 5500
SALIENT WEALTH PLANNING GROUP, INC. (EIN 86-2448236) reports SALIENT WEALTH PLANNING GROUP PROFIT SHARING PLAN on its most recent Form 5500, with $86K 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 SALIENT WEALTH PLANNING GROUP, INC. filing — schedules, fees, and providers.
Who runs the SALIENT WEALTH PLANNING GROUP, INC. 401(k)?
SALIENT WEALTH PLANNING 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 SALIENT WEALTH PLANNING GROUP, INC.HR for the recordkeeper’s name and login.
How to check your SALIENT WEALTH PLANNING GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SALIENT WEALTH PLANNING 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).