WE FLORIDA FINANCIAL 401(k) Plan
What public Form 5500 filings show about the WE FLORIDA FINANCIAL 401(k) plan — and how to find and check your own account.
The WE FLORIDA FINANCIAL 401(k) on its latest Form 5500
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.
Who runs the WE FLORIDA FINANCIAL 401(k)?
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, CONNECTCARE 3, EMPOWER ADVISORY GROUP, MERRILL LYNCH PIERCE FENNER & SMITH, ONEDIGITAL MIAMI FL, BENECON GROUP.
How to check your WE FLORIDA FINANCIAL 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask WE FLORIDA FINANCIAL 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).