TRUE WEALTH ADVISORS GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the TRUE WEALTH ADVISORS GROUP, INC. 401(k) plan — and how to find and check your own account.
The TRUE WEALTH ADVISORS GROUP, INC. 401(k) on its latest Form 5500
TRUE WEALTH ADVISORS GROUP, INC. (EIN 41-1942054) reports TRUE WEALTH ADVISORS GROUP, INC 401K PS PLAN on its most recent Form 5500, with $472K in plan assets across 4 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 TRUE WEALTH ADVISORS GROUP, INC. filing — schedules, fees, and providers.
Who runs the TRUE WEALTH ADVISORS GROUP, INC. 401(k)?
TRUE WEALTH ADVISORS GROUP, 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 TRUE WEALTH ADVISORS GROUP, INC.HR for the recordkeeper’s name and login.
How to check your TRUE WEALTH ADVISORS GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TRUE WEALTH ADVISORS GROUP, 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).