What public Form 5500 filings show about the Tulsa Wealth Advisors, Inc. 401(k) plan — and how to find and check your own account.
Tulsa Wealth Advisors, Inc. (EIN 73-1614547) reports TULSA WEALTH ADVISORS, INC. RETIREMENT PLAN on its most recent Form 5500, with $9.2M in plan assets across 23 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 Tulsa Wealth Advisors, Inc. filing — schedules, fees, and providers.
Tulsa Wealth Advisors, 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 Tulsa Wealth Advisors, Inc.HR for the recordkeeper’s name and login.
