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SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(k) Plan

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.

Plan assets
$353K
Participants
3
Plans on file
1

The SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(k) on its latest Form 5500

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.

Who runs the SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(k)?

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.

How to check your SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 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: SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS — all Form 5500 filings (EIN 26-1160395) · Illinois employer EIN lookup · Form 5500 search
SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(k) Plan — Form 5500