CARNEGIE INVESTMENT COUNSEL 401(k) Plan
What public Form 5500 filings show about the CARNEGIE INVESTMENT COUNSEL 401(k) plan — and how to find and check your own account.
The CARNEGIE INVESTMENT COUNSEL 401(k) on its latest Form 5500
CARNEGIE INVESTMENT COUNSEL (EIN 26-4766975) reports CARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST on its most recent Form 5500, with $14.0M in plan assets across 52 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 CARNEGIE INVESTMENT COUNSEL filing — schedules, fees, and providers.
Who runs the CARNEGIE INVESTMENT COUNSEL 401(k)?
CARNEGIE INVESTMENT COUNSEL’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 CARNEGIE INVESTMENT COUNSELHR for the recordkeeper’s name and login.
How to check your CARNEGIE INVESTMENT COUNSEL 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CARNEGIE INVESTMENT COUNSEL 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).