WAYPOINT WEALTH COUNSEL, LLC 401(k) Plan
What public Form 5500 filings show about the WAYPOINT WEALTH COUNSEL, LLC 401(k) plan — and how to find and check your own account.
The WAYPOINT WEALTH COUNSEL, LLC 401(k) on its latest Form 5500
WAYPOINT WEALTH COUNSEL, LLC (EIN 46-5505628) reports WAYPOINT WEALTH COUNSEL 401(K) PLAN on its most recent Form 5500, with $483K in plan assets across 6 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 WAYPOINT WEALTH COUNSEL, LLC filing — schedules, fees, and providers.
Who runs the WAYPOINT WEALTH COUNSEL, LLC 401(k)?
WAYPOINT WEALTH COUNSEL, LLC’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 WAYPOINT WEALTH COUNSEL, LLCHR for the recordkeeper’s name and login.
How to check your WAYPOINT WEALTH COUNSEL, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WAYPOINT WEALTH COUNSEL, LLC 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).