SLATER WEALTH MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the SLATER WEALTH MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The SLATER WEALTH MANAGEMENT, INC. 401(k) on its latest Form 5500
SLATER WEALTH MANAGEMENT, INC. (EIN 47-3091264) reports SLATER WEALTH MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $250K in plan assets across 2 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 SLATER WEALTH MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the SLATER WEALTH MANAGEMENT, INC. 401(k)?
SLATER 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 SLATER WEALTH MANAGEMENT, INC.HR for the recordkeeper’s name and login.
How to check your SLATER WEALTH MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SLATER 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).