What public Form 5500 filings show about the Strategically Aligned Wealth Partners LLC 401(k) plan — and how to find and check your own account.
Strategically Aligned Wealth Partners LLC (EIN 88-3927152) reports STRATEGICALLY ALIGNED WEALTH PARTNERS LLC 401(K) PLAN on its most recent Form 5500, with $205K in plan assets across 6 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 Strategically Aligned Wealth Partners LLC filing — schedules, fees, and providers.
Strategically Aligned 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 Strategically Aligned Wealth Partners LLCHR for the recordkeeper’s name and login.
