What public Form 5500 filings show about the Frank Carlisle Sr. ETAL PTR 401(k) plan — and how to find and check your own account.
Frank Carlisle Sr. ETAL PTR (EIN 68-0300685) reports FRANK CARLISLE SR ETAL PTR 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $159K in plan assets across 24 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 Frank Carlisle Sr. ETAL PTR filing — schedules, fees, and providers.
Frank Carlisle Sr. ETAL PTR’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 Frank Carlisle Sr. ETAL PTRHR for the recordkeeper’s name and login.
