David Smith CPA, CFP, CFST 401(k) Plan

The David Smith CPA, CFP, CFST 401(k) on its latest Form 5500

David Smith CPA, CFP, CFST (EIN 65-0493649) reports DAVID SMITH CPA, CFP, CFST 401K PLAN on its most recent Form 5500, with $255K in plan assets across 6 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 David Smith CPA, CFP, CFST filing — schedules, fees, and providers.

Who runs the David Smith CPA, CFP, CFST 401(k)?

David Smith CPA, CFP, CFST’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 David Smith CPA, CFP, CFSTHR for the recordkeeper’s name and login.

How to check your David Smith CPA, CFP, CFST 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask David Smith CPA, CFP, CFST 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).