CULBERTSON FINANCIAL SERVICES, LLC 401(k) Plan
What public Form 5500 filings show about the CULBERTSON FINANCIAL SERVICES, LLC 401(k) plan — and how to find and check your own account.
The CULBERTSON FINANCIAL SERVICES, LLC 401(k) on its latest Form 5500
CULBERTSON FINANCIAL SERVICES, LLC (EIN 20-8323724) reports CULBERTSON FINANCIAL 401K PLAN on its most recent Form 5500, with $202K in plan assets across 5 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 CULBERTSON FINANCIAL SERVICES, LLC filing — schedules, fees, and providers.
Who runs the CULBERTSON FINANCIAL SERVICES, LLC 401(k)?
CULBERTSON FINANCIAL SERVICES, LLC’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 CULBERTSON FINANCIAL SERVICES, LLCHR for the recordkeeper’s name and login.
How to check your CULBERTSON FINANCIAL SERVICES, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CULBERTSON FINANCIAL SERVICES, LLC 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).
