What public Form 5500 filings show about the Damon Smith and Associates 401(k) plan — and how to find and check your own account.
Damon Smith and Associates (EIN 11-3710689) reports DAMON SMITH AND ASSOCIATES 401K on its most recent Form 5500, with $598K in plan assets across 1 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 Damon Smith and Associates filing — schedules, fees, and providers.
Damon Smith and Associates’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 Damon Smith and AssociatesHR for the recordkeeper’s name and login.
