WEBER WEALTH MANAGEMENT AND INSURANCE INC 401(k) Plan
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.
The WEBER WEALTH MANAGEMENT AND INSURANCE INC 401(k) on its latest Form 5500
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.
Who runs the WEBER WEALTH MANAGEMENT AND INSURANCE INC 401(k)?
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 INCHR for the recordkeeper’s name and login.
How to check your WEBER WEALTH MANAGEMENT AND INSURANCE INC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WEBER WEALTH MANAGEMENT AND INSURANCE 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).