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CAPITALIZE YOUR FINANCES, LLC 401(k) Plan

What public Form 5500 filings show about the CAPITALIZE YOUR FINANCES, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$204K
Participants
2
Plans on file
1

The CAPITALIZE YOUR FINANCES, LLC 401(k) on its latest Form 5500

CAPITALIZE YOUR FINANCES, LLC (EIN 87-3934054) reports CAPITALIZE YOUR FINANCES, LLC 401(K) PLAN on its most recent Form 5500, with $204K in plan assets across 2 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 CAPITALIZE YOUR FINANCES, LLC filing — schedules, fees, and providers.

Who runs the CAPITALIZE YOUR FINANCES, LLC 401(k)?

CAPITALIZE YOUR FINANCES, 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 CAPITALIZE YOUR FINANCES, LLCHR for the recordkeeper’s name and login.

How to check your CAPITALIZE YOUR FINANCES, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CAPITALIZE YOUR FINANCES, LLC 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).
More on this employer: CAPITALIZE YOUR FINANCES, LLC — all Form 5500 filings (EIN 87-3934054) · Washington employer EIN lookup · Form 5500 search
CAPITALIZE YOUR FINANCES, LLC 401(k) Plan — Form 5500