What public Form 5500 filings show about the William R. Moore, III DBA Stratview Wealth Management 401(k) plan — and how to find and check your own account.
William R. Moore, III DBA Stratview Wealth Management (EIN 54-1779848) reports STRATVIEW WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $762K in plan assets across 7 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 William R. Moore, III DBA Stratview Wealth Management filing — schedules, fees, and providers.
William R. Moore, III DBA Stratview Wealth Management’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 William R. Moore, III DBA Stratview Wealth ManagementHR for the recordkeeper’s name and login.
