WEALTH ACCESS, INC. 401(k) Plan
What public Form 5500 filings show about the WEALTH ACCESS, INC. 401(k) plan — and how to find and check your own account.
The WEALTH ACCESS, INC. 401(k) on its latest Form 5500
WEALTH ACCESS, INC. (EIN 46-1497737) reports WEALTH ACCESS, INC. RETIREMENT TRUST on its most recent Form 5500, with $748K in plan assets across 26 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 WEALTH ACCESS, INC. filing — schedules, fees, and providers.
Who runs the WEALTH ACCESS, INC. 401(k)?
WEALTH ACCESS, 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 WEALTH ACCESS, INC.HR for the recordkeeper’s name and login.
How to check your WEALTH ACCESS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WEALTH ACCESS, 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).