CANOPY TAX, INC. 401(k) Plan
What public Form 5500 filings show about the CANOPY TAX, INC. 401(k) plan — and how to find and check your own account.
The CANOPY TAX, INC. 401(k) on its latest Form 5500
CANOPY TAX, INC. (EIN 46-5164530) reports CANOPY TAX 401(K) PLAN on its most recent Form 5500, with $6.0M in plan assets across 176 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 TAX, INC. filing — schedules, fees, and providers.
Who runs the CANOPY TAX, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Guideline, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CANOPY TAX, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SOLTIS INVESTMENT ADVISORS.
How to check your CANOPY TAX, INC. 401(k)
- Log in to Guideline’s participant portal (the site on your statements).
- Ask CANOPY TAX, INC. 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).