What public Form 5500 filings show about the Weber Wealth Management and Insurance Inc. 401(k) plan — and how to find and check your own account.
Weber Wealth Management and Insurance Inc. (EIN 82-3806452) reports WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN on its most recent Form 5500, with $211K in plan assets across 2 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 Weber Wealth Management and Insurance Inc. filing — schedules, fees, and providers.
Weber Wealth Management and Insurance 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 Weber Wealth Management and Insurance Inc.HR for the recordkeeper’s name and login.
