What public Form 5500 filings show about the WE Florida Financial 401(k) plan — and how to find and check your own account.
WE Florida Financial (EIN 59-0709646) reports WE FLORIDA FINANCIAL WELFARE PLAN on its most recent Form 5500, with $14.1M in plan assets across 121 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 WE Florida Financial filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WE Florida Financial 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERITAIN HEALTH AN AETNA, EMPOWER ADVISORY GROUP, MERRILL LYNCH PIERCE FENNER & SMITH, BENECON GROUP, ONEDIGITAL MIAMI FL.
