401(k) Belay, LLC (DBA Cairn Advisor Group) 401(k) Plan

The 401(k) Belay, LLC (DBA Cairn Advisor Group) 401(k) on its latest Form 5500

401(k) Belay, LLC (DBA Cairn Advisor Group) (EIN 27-3556108) reports CAIRN ADVISORS 401(K) PLAN on its most recent Form 5500, with $231K in plan assets across 8 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 401(k) Belay, LLC (DBA Cairn Advisor Group) filing — schedules, fees, and providers.

Who runs the 401(k) Belay, LLC (DBA Cairn Advisor Group) 401(k)?

401(k) Belay, LLC (DBA Cairn Advisor Group)’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 401(k) Belay, LLC (DBA Cairn Advisor Group)HR for the recordkeeper’s name and login.

How to check your 401(k) Belay, LLC (DBA Cairn Advisor Group) 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask 401(k) Belay, LLC (DBA Cairn Advisor Group) 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).