SPEND LIFE WISELY COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the SPEND LIFE WISELY COMPANY, INC. 401(k) plan — and how to find and check your own account.
The SPEND LIFE WISELY COMPANY, INC. 401(k) on its latest Form 5500
SPEND LIFE WISELY COMPANY, INC. (EIN 73-0936842) reports SPEND LIFE WISELY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) FEATURES on its most recent Form 5500, with $363.2M in plan assets across 1,858 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 SPEND LIFE WISELY COMPANY, INC. filing — schedules, fees, and providers.
Who runs the SPEND LIFE WISELY COMPANY, INC. 401(k)?
SPEND LIFE WISELY COMPANY, 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 SPEND LIFE WISELY COMPANY, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOKF NA, SOUTHARD FINANCIAL.
How to check your SPEND LIFE WISELY COMPANY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SPEND LIFE WISELY COMPANY, 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).