What public Form 5500 filings show about the Linda S. Lubitz, CFP, P.A. DBA Meira Wealth 401(k) plan — and how to find and check your own account.
Linda S. Lubitz, CFP, P.A. DBA Meira Wealth (EIN 65-0718667) reports MEIRA RETIREMENT PLAN on its most recent Form 5500, with $409K in plan assets across 6 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 Linda S. Lubitz, CFP, P.A. DBA Meira Wealth filing — schedules, fees, and providers.
Linda S. Lubitz, CFP, P.A. DBA Meira Wealth’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 Linda S. Lubitz, CFP, P.A. DBA Meira WealthHR for the recordkeeper’s name and login.
