What public Form 5500 filings show about the Caruso Smith Picini 401(k) plan — and how to find and check your own account.
Caruso Smith Picini (EIN 22-3013362) reports CARUSO SMITH PICINI, PC 401K PLAN on its most recent Form 5500, with $1.8M in plan assets across 0 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 Caruso Smith Picini filing — schedules, fees, and providers.
Caruso Smith Picini’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 Caruso Smith PiciniHR for the recordkeeper’s name and login.