What public Form 5500 filings show about the Stelvio Wealth Partners LLC 401(k) plan — and how to find and check your own account.
Stelvio Wealth Partners LLC (EIN 85-4190789) reports STELVIO WEALTH PARTNERS LLC on its most recent Form 5500, with $84K 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 Stelvio Wealth Partners LLC filing — schedules, fees, and providers.
Stelvio Wealth Partners LLC’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 Stelvio Wealth Partners LLCHR for the recordkeeper’s name and login.
