WISDOM INDEX ADVISORS LLC 401(k) Plan
What public Form 5500 filings show about the WISDOM INDEX ADVISORS LLC 401(k) plan — and how to find and check your own account.
The WISDOM INDEX ADVISORS LLC 401(k) on its latest Form 5500
WISDOM INDEX ADVISORS LLC (EIN 20-1402201) reports WISDOM INDEX RETIREMENT PLAN on its most recent Form 5500, with $507K in plan assets across 4 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 WISDOM INDEX ADVISORS LLC filing — schedules, fees, and providers.
Who runs the WISDOM INDEX ADVISORS LLC 401(k)?
WISDOM INDEX ADVISORS 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 WISDOM INDEX ADVISORS LLCHR for the recordkeeper’s name and login.
How to check your WISDOM INDEX ADVISORS LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WISDOM INDEX ADVISORS 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).