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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SPENCER WILSON FINANCIAL MANAGEM 401(k) Plan

What public Form 5500 filings show about the SPENCER WILSON FINANCIAL MANAGEM 401(k) plan — and how to find and check your own account.

Plan assets
$27K
Participants
3
Plans on file
1

The SPENCER WILSON FINANCIAL MANAGEM 401(k) on its latest Form 5500

SPENCER WILSON FINANCIAL MANAGEM (EIN 27-4412200) reports SPENCER WILSON FINANCIAL MANAGEMENT SERVICES -401K on its most recent Form 5500, with $27K 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 SPENCER WILSON FINANCIAL MANAGEM filing — schedules, fees, and providers.

Who runs the SPENCER WILSON FINANCIAL MANAGEM 401(k)?

SPENCER WILSON FINANCIAL MANAGEM’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 SPENCER WILSON FINANCIAL MANAGEMHR for the recordkeeper’s name and login.

How to check your SPENCER WILSON FINANCIAL MANAGEM 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SPENCER WILSON FINANCIAL MANAGEM 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: SPENCER WILSON FINANCIAL MANAGEM — all Form 5500 filings (EIN 27-4412200) · California employer EIN lookup · Form 5500 search
SPENCER WILSON FINANCIAL MANAGEM 401(k) Plan — Form 5500