What public Form 5500 filings show about the Susan Schwarm DBA Winchester Wealth Advisors 401(k) plan — and how to find and check your own account.
Susan Schwarm DBA Winchester Wealth Advisors (EIN 26-1160395) reports SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $353K in plan assets across 3 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 Susan Schwarm DBA Winchester Wealth Advisors filing — schedules, fees, and providers.
Susan Schwarm DBA Winchester Wealth Advisors’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 Susan Schwarm DBA Winchester Wealth AdvisorsHR for the recordkeeper’s name and login.
