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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ZEN WEALTH MANAGEMENT GROUP INC 401(k) Plan

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.

Plan assets
$44K
Participants
6
Plans on file
1

The ZEN WEALTH MANAGEMENT GROUP INC 401(k) on its latest Form 5500

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.

Who runs the ZEN WEALTH MANAGEMENT GROUP INC 401(k)?

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 INCHR for the recordkeeper’s name and login.

How to check your ZEN WEALTH MANAGEMENT GROUP INC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ZEN WEALTH MANAGEMENT GROUP INC 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).
More on this employer: ZEN WEALTH MANAGEMENT GROUP INC — all Form 5500 filings (EIN 27-0981465) · Illinois employer EIN lookup · Form 5500 search
ZEN WEALTH MANAGEMENT GROUP INC 401(k) Plan — Form 5500