What public Form 5500 filings show about the ZEN Wealth Management Group Inc. 401(k) plan — and how to find and check your own account.
ZEN Wealth Management Group Inc. (EIN 27-0981465) reports ZEN WEALTH MANAGEMENT GROUP, INC 401(K) PLAN AND TRUST on its most recent Form 5500, with $44K 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 ZEN Wealth Management Group Inc. filing — schedules, fees, and providers.
ZEN Wealth Management Group Inc.’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 ZEN Wealth Management Group Inc.HR for the recordkeeper’s name and login.
