What public Form 5500 filings show about the Winter Park Wealth Group LLC 401(k) plan — and how to find and check your own account.
Winter Park Wealth Group LLC (EIN 46-3931192) reports WINTER PARK WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $831K in plan assets across 10 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 Winter Park Wealth Group LLC filing — schedules, fees, and providers.
Winter Park Wealth Group LLC’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 Winter Park Wealth Group LLCHR for the recordkeeper’s name and login.
