What public Form 5500 filings show about the The Wealth Conservancy, Inc. 401(k) plan — and how to find and check your own account.
The Wealth Conservancy, Inc. (EIN 84-1131359) reports THE WEALTH CONSERVANCY, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $905K in plan assets across 5 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 Wealth Conservancy, Inc. filing — schedules, fees, and providers.
The Wealth Conservancy, 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 Wealth Conservancy, Inc.HR for the recordkeeper’s name and login.
