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WHEELS UP WEALTH, INC. 401(k) Plan

What public Form 5500 filings show about the WHEELS UP WEALTH, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$740K
Participants
5
Plans on file
1

The WHEELS UP WEALTH, INC. 401(k) on its latest Form 5500

WHEELS UP WEALTH, INC. (EIN 84-4810969) reports WHEELS UP WEALTH, INC. 401(K) PLAN on its most recent Form 5500, with $740K in plan assets across 5 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 WHEELS UP WEALTH, INC. filing — schedules, fees, and providers.

Who runs the WHEELS UP WEALTH, INC. 401(k)?

WHEELS UP WEALTH, 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 WHEELS UP WEALTH, INC.HR for the recordkeeper’s name and login.

How to check your WHEELS UP WEALTH, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WHEELS UP WEALTH, 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).
More on this employer: WHEELS UP WEALTH, INC. — all Form 5500 filings (EIN 84-4810969) · California employer EIN lookup · Form 5500 search
WHEELS UP WEALTH, INC. 401(k) Plan — Form 5500