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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

WESLEY FINANCIAL GROUP, LLC 401(k) Plan

What public Form 5500 filings show about the WESLEY FINANCIAL GROUP, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$8.3M
Participants
272
Plans on file
1

The WESLEY FINANCIAL GROUP, LLC 401(k) on its latest Form 5500

WESLEY FINANCIAL GROUP, LLC (EIN 45-4049154) reports EMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC on its most recent Form 5500, with $8.3M in plan assets across 272 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 WESLEY FINANCIAL GROUP, LLC filing — schedules, fees, and providers.

Who runs the WESLEY FINANCIAL GROUP, LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WESLEY FINANCIAL GROUP, LLC 401(k).

How to check your WESLEY FINANCIAL GROUP, LLC 401(k)

  • Log in to Capital Group (American Funds)’s participant portal (the site on your statements).
  • Ask WESLEY FINANCIAL GROUP, LLC 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).
More on this employer: WESLEY FINANCIAL GROUP, LLC — all Form 5500 filings (EIN 45-4049154) · Tennessee employer EIN lookup · Form 5500 search
WESLEY FINANCIAL GROUP, LLC 401(k) Plan — Form 5500