What public Form 5500 filings show about the Lee S. Middleton Charles S. Middleton and SON 401(k) plan — and how to find and check your own account.
Lee S. Middleton Charles S. Middleton and SON (EIN 75-2266765) reports CSM 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Lee S. Middleton Charles S. Middleton and SON filing — schedules, fees, and providers.
Lee S. Middleton Charles S. Middleton and SON’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 Lee S. Middleton Charles S. Middleton and SONHR for the recordkeeper’s name and login.
