Chuck Latham Associates, Inc. 401(k) Plan
What public Form 5500 filings show about the Chuck Latham Associates, Inc. 401(k) plan — and how to find and check your own account.
The Chuck Latham Associates, Inc. 401(k) on its latest Form 5500
Chuck Latham Associates, Inc. (EIN 84-0647636) reports CHUCK LATHAM ASSOCIATES, INC. PS PLAN on its most recent Form 5500, with $6.8M in plan assets across 100 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 Chuck Latham Associates, Inc. filing — schedules, fees, and providers.
Who runs the Chuck Latham Associates, Inc. 401(k)?
Chuck Latham 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 Chuck Latham Associates, Inc.HR for the recordkeeper’s name and login.
How to check your Chuck Latham Associates, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Chuck Latham Associates, Inc. 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).