What public Form 5500 filings show about the Campbell Deegan Wealth Management, LLC 401(k) plan — and how to find and check your own account.
Campbell Deegan Wealth Management, LLC (EIN 61-1869792) reports CAMPBELL DEEGAN FINANCIAL, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $448K 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 Campbell Deegan Wealth Management, LLC filing — schedules, fees, and providers.
Campbell Deegan Wealth Management, LLC’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 Campbell Deegan Wealth Management, LLCHR for the recordkeeper’s name and login.
