What public Form 5500 filings show about the Carly Carlson CPA LLC 401(k) plan — and how to find and check your own account.
Carly Carlson CPA LLC (EIN 38-4125555) reports WE TEAM LLC 401(K) PLAN on its most recent Form 5500, with $332K in plan assets across 1 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 Carly Carlson CPA LLC filing — schedules, fees, and providers.
Carly Carlson CPA 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 Carly Carlson CPA LLCHR for the recordkeeper’s name and login.
