Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

12 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Has provider compensationEIN 208280144Clear all

Companies

Plans

  • planWealthfront Corporation 401(K) PlanFinancial statementProvider compensation2023 filing
    $24.1Mreported assets (EOY)
    Sponsor: Wealthfront CorporationEIN: 20-8280144Plan: 001Participants: 381Assets: $24,079,554Net assets: $24.1MAssets / participant: $63.2KLocation: Palo Alto, CALatest: 2023
    View financial statement →

Service providers

Filings