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SCOTTSDALE WEALTH ADVISORY LLC 401(k) Plan

What public Form 5500 filings show about the SCOTTSDALE WEALTH ADVISORY LLC 401(k) plan — and how to find and check your own account.

Plan assets
$56K
Participants
5
Plans on file
1

The SCOTTSDALE WEALTH ADVISORY LLC 401(k) on its latest Form 5500

SCOTTSDALE WEALTH ADVISORY LLC (EIN 81-4417997) reports SCOTTSDALE WEALTH ADVISORY LLC on its most recent Form 5500, with $56K in plan assets across 5 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 SCOTTSDALE WEALTH ADVISORY LLC filing — schedules, fees, and providers.

Who runs the SCOTTSDALE WEALTH ADVISORY LLC 401(k)?

SCOTTSDALE WEALTH ADVISORY LLC’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 SCOTTSDALE WEALTH ADVISORY LLCHR for the recordkeeper’s name and login.

How to check your SCOTTSDALE WEALTH ADVISORY LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SCOTTSDALE WEALTH ADVISORY LLC 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: SCOTTSDALE WEALTH ADVISORY LLC — all Form 5500 filings (EIN 81-4417997) · Arizona employer EIN lookup · Form 5500 search
SCOTTSDALE WEALTH ADVISORY LLC 401(k) Plan — Form 5500