What public Form 5500 filings show about the Jeffersonlarsonsmith, LLC DBA CU 401(k) plan — and how to find and check your own account.
Jeffersonlarsonsmith, LLC DBA CU (EIN 20-5896896) reports JEFFERSONLARSONSMITH, LLC DBA CULTURESYNC 401K PLAN on its most recent Form 5500, with $1.4M in plan assets across 9 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 Jeffersonlarsonsmith, LLC DBA CU filing — schedules, fees, and providers.
Jeffersonlarsonsmith, LLC DBA CU’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 Jeffersonlarsonsmith, LLC DBA CUHR for the recordkeeper’s name and login.
