STRATEGIC WEALTH PLANNING, INC. 401(k) Plan
What public Form 5500 filings show about the STRATEGIC WEALTH PLANNING, INC. 401(k) plan — and how to find and check your own account.
The STRATEGIC WEALTH PLANNING, INC. 401(k) on its latest Form 5500
STRATEGIC WEALTH PLANNING, INC. (EIN 20-3741670) reports STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN on its most recent Form 5500, with $1.6M in plan assets across 4 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 PLANNING, INC. filing — schedules, fees, and providers.
Who runs the STRATEGIC WEALTH PLANNING, INC. 401(k)?
STRATEGIC WEALTH PLANNING, 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 STRATEGIC WEALTH PLANNING, INC.HR for the recordkeeper’s name and login.
How to check your STRATEGIC WEALTH PLANNING, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask STRATEGIC WEALTH PLANNING, 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).