What public Form 5500 filings show about the Carbon Leadership Forum 401(k) plan — and how to find and check your own account.
Carbon Leadership Forum (EIN 93-4474427) reports CARBON LEADERSHIP 401K PLAN on its most recent Form 5500, with $74K 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 Carbon Leadership Forum filing — schedules, fees, and providers.
Carbon Leadership Forum’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 Carbon Leadership ForumHR for the recordkeeper’s name and login.
