What public Form 5500 filings show about the Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen 401(k) plan — and how to find and check your own account.
Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen (EIN 83-3062895) reports NV LEGAL JUSTICE RETIREMENT PLAN on its most recent Form 5500, with $6.7M in plan assets across 42 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 Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen filing — schedules, fees, and providers.
Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & Cullen’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 Bertoldo, Carter & Cullen, PLLC DBA Bertoldo, Carter, Smith & CullenHR for the recordkeeper’s name and login.
