What public Form 5500 filings show about the Wealthway Financial Advisors, Inc. 401(k) plan — and how to find and check your own account.
Wealthway Financial Advisors, Inc. (EIN 54-1766266) reports WEALTHWAY FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $839K 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 Wealthway Financial Advisors, Inc. filing — schedules, fees, and providers.
Wealthway Financial Advisors, 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 Wealthway Financial Advisors, Inc.HR for the recordkeeper’s name and login.
