What public Form 5500 filings show about the Weidmayer Wealth Solutions, LLC 401(k) plan — and how to find and check your own account.
Weidmayer Wealth Solutions, LLC (EIN 47-1506109) reports WEIDMAYER WEALTH SOLUTIONS, LLC RETIREMENT TRUST on its most recent Form 5500, with $813K in plan assets across 1 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 Weidmayer Wealth Solutions, LLC filing — schedules, fees, and providers.
Weidmayer Wealth Solutions, LLC’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 Weidmayer Wealth Solutions, LLCHR for the recordkeeper’s name and login.