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CARTER SCHWARTZE CPAS PLLC 401(k) Plan

What public Form 5500 filings show about the CARTER SCHWARTZE CPAS PLLC 401(k) plan — and how to find and check your own account.

Plan assets
$526K
Participants
15
Plans on file
1

The CARTER SCHWARTZE CPAS PLLC 401(k) on its latest Form 5500

CARTER SCHWARTZE CPAS PLLC (EIN 46-0769453) reports CARTER SCHWARTZE 401(K) PLAN on its most recent Form 5500, with $526K in plan assets across 15 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 CARTER SCHWARTZE CPAS PLLC filing — schedules, fees, and providers.

Who runs the CARTER SCHWARTZE CPAS PLLC 401(k)?

CARTER SCHWARTZE CPAS PLLC’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 CARTER SCHWARTZE CPAS PLLCHR for the recordkeeper’s name and login.

How to check your CARTER SCHWARTZE CPAS PLLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CARTER SCHWARTZE CPAS PLLC 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: CARTER SCHWARTZE CPAS PLLC — all Form 5500 filings (EIN 46-0769453) · Washington employer EIN lookup · Form 5500 search
CARTER SCHWARTZE CPAS PLLC 401(k) Plan — Form 5500