CBD Strategic, LLC DBA CBD Advisors 401(k) Plan

The CBD Strategic, LLC DBA CBD Advisors 401(k) on its latest Form 5500

CBD Strategic, LLC DBA CBD Advisors (EIN 47-2483064) reports CBD STRATEGIC 401(K) PLAN on its most recent Form 5500, with $1.7M in plan assets across 3 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 CBD Strategic, LLC DBA CBD Advisors filing — schedules, fees, and providers.

Who runs the CBD Strategic, LLC DBA CBD Advisors 401(k)?

CBD Strategic, LLC DBA CBD Advisors’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 CBD Strategic, LLC DBA CBD AdvisorsHR for the recordkeeper’s name and login.

How to check your CBD Strategic, LLC DBA CBD Advisors 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask CBD Strategic, LLC DBA CBD Advisors 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).