What public Form 5500 filings show about the Wilson Peak Wealth Management in 401(k) plan — and how to find and check your own account.
Wilson Peak Wealth Management in (EIN 85-1067953) reports WILSON PEAK WEALTH MANAGEMENT INC. on its most recent Form 5500, with $373K in plan assets across 3 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 Wilson Peak Wealth Management in filing — schedules, fees, and providers.
Wilson Peak Wealth Management in’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 Wilson Peak Wealth Management inHR for the recordkeeper’s name and login.
