What public Form 5500 filings show about the Seeley Howard Private Wealth, LLC 401(k) plan — and how to find and check your own account.
Seeley Howard Private Wealth, LLC (EIN 84-4118058) reports OSJ PARTNERS, LLC 401(K) PLAN on its most recent Form 5500, with $387K in plan assets across 10 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 Seeley Howard Private Wealth, LLC filing — schedules, fees, and providers.
Seeley Howard Private Wealth, 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 Seeley Howard Private Wealth, LLCHR for the recordkeeper’s name and login.
