WERTH WEIL WEALTH MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the WERTH WEIL WEALTH MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The WERTH WEIL WEALTH MANAGEMENT, INC. 401(k) on its latest Form 5500
WERTH WEIL WEALTH MANAGEMENT, INC. (EIN 36-4332816) reports WERTH WEIL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $121K 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 WERTH WEIL WEALTH MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the WERTH WEIL WEALTH MANAGEMENT, INC. 401(k)?
WERTH WEIL WEALTH MANAGEMENT, 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 WERTH WEIL WEALTH MANAGEMENT, INC.HR for the recordkeeper’s name and login.
How to check your WERTH WEIL WEALTH MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WERTH WEIL WEALTH MANAGEMENT, 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).