What public Form 5500 filings show about the ZW Financial DBA Cascadia Wealth Advisors 401(k) plan — and how to find and check your own account.
ZW Financial DBA Cascadia Wealth Advisors (EIN 86-2510992) reports CASCADIA WEALTH ADVISORS 401(K) PSP on its most recent Form 5500, with $2.7M 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 ZW Financial DBA Cascadia Wealth Advisors filing — schedules, fees, and providers.
ZW Financial DBA Cascadia Wealth Advisors’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 ZW Financial DBA Cascadia Wealth AdvisorsHR for the recordkeeper’s name and login.
