What public Form 5500 filings show about the Wealth Partners Alliance 401(k) plan — and how to find and check your own account.
Wealth Partners Alliance (EIN 83-3598880) reports WEALTH PARTNERS ALLIANCE 401(K) SAVINGS PLAN on its most recent Form 5500, with $1.6M in plan assets across 15 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 Partners Alliance filing — schedules, fees, and providers.
Wealth Partners Alliance’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 Partners AllianceHR for the recordkeeper’s name and login.
