What public Form 5500 filings show about the Day One Perspective, LLC DBA Day One Agency 401(k) plan — and how to find and check your own account.
Day One Perspective, LLC DBA Day One Agency (EIN 46-1631561) reports DAY ONE AGENCY 401(K) PLAN on its most recent Form 5500, with $11.9M in plan assets across 172 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 Day One Perspective, LLC DBA Day One Agency filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is CPI QUALIFIED PLAN CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Day One Perspective, LLC DBA Day One Agency 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PRACTICE, GEORGE FUCHS.
