What public Form 5500 filings show about the Strategic Wealth Partners Ltd. 401(k) plan — and how to find and check your own account.
Strategic Wealth Partners Ltd. (EIN 26-2328809) reports STRATEGIC WEALTH PARTNERS LTD 401K PLAN on its most recent Form 5500, with $3.1M in plan assets across 25 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 Partners Ltd. filing — schedules, fees, and providers.
Strategic Wealth Partners Ltd.’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 Partners Ltd.HR for the recordkeeper’s name and login.
