The Custom Wealth Companies, Inc. 401(k) Plan

The The Custom Wealth Companies, Inc. 401(k) on its latest Form 5500

The Custom Wealth Companies, Inc. (EIN 27-4002724) reports THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.7M in plan assets across 11 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 The Custom Wealth Companies, Inc. filing — schedules, fees, and providers.

Who runs the The Custom Wealth Companies, Inc. 401(k)?

The Custom Wealth Companies, 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 The Custom Wealth Companies, Inc.HR for the recordkeeper’s name and login.

How to check your The Custom Wealth Companies, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask The Custom Wealth Companies, 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).