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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

WEALTH MANAGEMENT STRATEGIES, INC. 401(k) Plan

What public Form 5500 filings show about the WEALTH MANAGEMENT STRATEGIES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$2.0M
Participants
4
Plans on file
1

The WEALTH MANAGEMENT STRATEGIES, INC. 401(k) on its latest Form 5500

WEALTH MANAGEMENT STRATEGIES, INC. (EIN 25-1665213) reports WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN on its most recent Form 5500, with $2.0M in plan assets across 4 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 MANAGEMENT STRATEGIES, INC. filing — schedules, fees, and providers.

Who runs the WEALTH MANAGEMENT STRATEGIES, INC. 401(k)?

WEALTH MANAGEMENT STRATEGIES, 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 MANAGEMENT STRATEGIES, INC.HR for the recordkeeper’s name and login.

How to check your WEALTH MANAGEMENT STRATEGIES, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WEALTH MANAGEMENT STRATEGIES, 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).
More on this employer: WEALTH MANAGEMENT STRATEGIES, INC. — all Form 5500 filings (EIN 25-1665213) · Pennsylvania employer EIN lookup · Form 5500 search
WEALTH MANAGEMENT STRATEGIES, INC. 401(k) Plan — Form 5500