What public Form 5500 filings show about the Calendo Puckett Sheedy LLP 401(k) plan — and how to find and check your own account.
Calendo Puckett Sheedy LLP (EIN 95-4294743) reports CPS 401K RETIREMENT PLAN on its most recent Form 5500, with $640K in plan assets across 18 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 Calendo Puckett Sheedy LLP filing — schedules, fees, and providers.
Calendo Puckett Sheedy LLP’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 Calendo Puckett Sheedy LLPHR for the recordkeeper’s name and login.
