Corbett and Caperoon Wealth Management 401(k) Plan

The Corbett and Caperoon Wealth Management 401(k) on its latest Form 5500

Corbett and Caperoon Wealth Management (EIN 88-0957942) reports CORBETT AND CAPEROON WEALTH MANAGEMENT 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $1.3M 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 Corbett and Caperoon Wealth Management filing — schedules, fees, and providers.

Who runs the Corbett and Caperoon Wealth Management 401(k)?

Corbett and Caperoon Wealth Management’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 Corbett and Caperoon Wealth ManagementHR for the recordkeeper’s name and login.

How to check your Corbett and Caperoon Wealth Management 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Corbett and Caperoon Wealth Management 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).