SIMPLIFIED WEALTH MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the SIMPLIFIED WEALTH MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The SIMPLIFIED WEALTH MANAGEMENT, INC. 401(k) on its latest Form 5500
SIMPLIFIED WEALTH MANAGEMENT, INC. (EIN 86-3416013) reports SIMPLIFIED WEALTH MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $758K in plan assets across 9 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 SIMPLIFIED WEALTH MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the SIMPLIFIED WEALTH MANAGEMENT, INC. 401(k)?
SIMPLIFIED WEALTH MANAGEMENT, 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 SIMPLIFIED WEALTH MANAGEMENT, INC.HR for the recordkeeper’s name and login.
How to check your SIMPLIFIED WEALTH MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SIMPLIFIED WEALTH MANAGEMENT, 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).