What public Form 5500 filings show about the Kaeli Smith & Co. 401(k) plan — and how to find and check your own account.
Kaeli Smith & Co. (EIN 81-3832886) reports SMITH & QUINN 401(K) PLAN on its most recent Form 5500, with $139K 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 Kaeli Smith & Co. filing — schedules, fees, and providers.
Kaeli Smith & Co.’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 Kaeli Smith & Co.HR for the recordkeeper’s name and login.
