CAPITAL FINANCIAL CONSULTANTS GR 401(k) Plan
What public Form 5500 filings show about the CAPITAL FINANCIAL CONSULTANTS GR 401(k) plan — and how to find and check your own account.
The CAPITAL FINANCIAL CONSULTANTS GR 401(k) on its latest Form 5500
CAPITAL FINANCIAL CONSULTANTS GR (EIN 33-0945168) reports CAPITAL FINANCIAL CONSULTANTS GROUP, INC 401(K) PLAN on its most recent Form 5500, with $290K in plan assets across 5 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 CAPITAL FINANCIAL CONSULTANTS GR filing — schedules, fees, and providers.
Who runs the CAPITAL FINANCIAL CONSULTANTS GR 401(k)?
CAPITAL FINANCIAL CONSULTANTS GR’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 CAPITAL FINANCIAL CONSULTANTS GRHR for the recordkeeper’s name and login.
How to check your CAPITAL FINANCIAL CONSULTANTS GR 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CAPITAL FINANCIAL CONSULTANTS GR 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).
