What public Form 5500 filings show about the Carlton Fields, P.A. 401(k) plan — and how to find and check your own account.
Carlton Fields, P.A. (EIN 59-1233896) reports PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS on its most recent Form 5500, with $315.7M in plan assets across 666 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 Carlton Fields, P.A. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carlton Fields, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, UMR, BALDWIN GROUP WEALTH ADVIS, ASSURANCE DIMENSIONS, ME WILSON CO, BKS FINANCIAL INVESTMENTS.
