What public Form 5500 filings show about the Helfman, Davis, & Schmidt CPAS 401(k) plan — and how to find and check your own account.
Helfman, Davis, & Schmidt CPAS (EIN 33-0852674) reports HELFMAN, DAVIS & CLANTON CPA'S SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $1.5M in plan assets across 8 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 Helfman, Davis, & Schmidt CPAS filing — schedules, fees, and providers.
Helfman, Davis, & Schmidt CPAS’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 Helfman, Davis, & Schmidt CPASHR for the recordkeeper’s name and login.
