What public Form 5500 filings show about the Wealth Development Strategies LL 401(k) plan — and how to find and check your own account.
Wealth Development Strategies LL (EIN 81-1498268) reports WEALTH DEVELOPMENT STRATEGIES 401K on its most recent Form 5500, with $247K in plan assets across 5 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 Development Strategies LL filing — schedules, fees, and providers.
Wealth Development Strategies LL’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 Development Strategies LLHR for the recordkeeper’s name and login.
