What public Form 5500 filings show about the Strategic Wealth Design, LLC DBA Strategic Wealth Design 401(k) plan — and how to find and check your own account.
Strategic Wealth Design, LLC DBA Strategic Wealth Design (EIN 81-4518440) reports STRATEGIC WEALTH DESIGN 401K on its most recent Form 5500, with $67K in plan assets across 10 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 Strategic Wealth Design, LLC DBA Strategic Wealth Design filing — schedules, fees, and providers.
Strategic Wealth Design, LLC DBA Strategic Wealth Design’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 Strategic Wealth Design, LLC DBA Strategic Wealth DesignHR for the recordkeeper’s name and login.
