What public Form 5500 filings show about the Canopy 360 Wealth, LLC 401(k) plan — and how to find and check your own account.
Canopy 360 Wealth, LLC (EIN 82-2635786) reports CANOPY 360 WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.6M in plan assets across 10 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 Canopy 360 Wealth, LLC filing — schedules, fees, and providers.
Canopy 360 Wealth, 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 Canopy 360 Wealth, LLCHR for the recordkeeper’s name and login.
