What public Form 5500 filings show about the Wisdom Portfolio Services LLC 401(k) plan — and how to find and check your own account.
Wisdom Portfolio Services LLC (EIN 45-4066456) reports WISDOM PORTFOLIO SERVICES 401K PLAN on its most recent Form 5500, with $26K in plan assets across 6 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 Portfolio Services LLC filing — schedules, fees, and providers.
Wisdom Portfolio Services 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 Portfolio Services LLCHR for the recordkeeper’s name and login.
