Southeast Complete Wealth Management, Inc. 401(k) Plan

The Southeast Complete Wealth Management, Inc. 401(k) on its latest Form 5500

Southeast Complete Wealth Management, Inc. (EIN 81-1326529) reports SOUTHEAST COMPLETE WEALTH MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $607K 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 Southeast Complete Wealth Management, Inc. filing — schedules, fees, and providers.

Who runs the Southeast Complete Wealth Management, Inc. 401(k)?

Southeast Complete 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 Southeast Complete Wealth Management, Inc.HR for the recordkeeper’s name and login.

How to check your Southeast Complete Wealth Management, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Southeast Complete 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).