What public Form 5500 filings show about the Cheryl Smith Associates, Inc. 401(k) plan — and how to find and check your own account.
Cheryl Smith Associates, Inc. (EIN 56-1340617) reports CHERYL SMITH ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $128K in plan assets across 4 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 Cheryl Smith Associates, Inc. filing — schedules, fees, and providers.
Cheryl Smith Associates, Inc.’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 Cheryl Smith Associates, Inc.HR for the recordkeeper’s name and login.
