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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

STRATEGICALLY ALIGNED WEALTH PARTNERS LLC 401(k) Plan

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.

Plan assets
$205K
Participants
6
Plans on file
1

The STRATEGICALLY ALIGNED WEALTH PARTNERS LLC 401(k) on its latest Form 5500

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.

Who runs the STRATEGICALLY ALIGNED WEALTH PARTNERS LLC 401(k)?

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.

How to check your STRATEGICALLY ALIGNED WEALTH PARTNERS LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask STRATEGICALLY ALIGNED WEALTH PARTNERS LLC 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).
More on this employer: STRATEGICALLY ALIGNED WEALTH PARTNERS LLC — all Form 5500 filings (EIN 88-3927152) · Nebraska employer EIN lookup · Form 5500 search
STRATEGICALLY ALIGNED WEALTH PARTNERS LLC 401(k) Plan — Form 5500