What public Form 5500 filings show about the Wizard Investment Group LLC 401(k) plan — and how to find and check your own account.
Wizard Investment Group LLC (EIN 86-2948371) reports WIZARD INVESTMENT GROUP LLC on its most recent Form 5500, with $190K 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 Wizard Investment Group LLC filing — schedules, fees, and providers.
Wizard Investment 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 Wizard Investment Group LLCHR for the recordkeeper’s name and login.
