What public Form 5500 filings show about the Maxann, LLC DBA Sunbelt Business Advisors 401(k) plan — and how to find and check your own account.
Maxann, LLC DBA Sunbelt Business Advisors (EIN 41-1982919) reports MAXANN, LLC 401(K) PLAN on its most recent Form 5500, with $864K in plan assets across 18 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 Maxann, LLC DBA Sunbelt Business Advisors filing — schedules, fees, and providers.
Maxann, LLC DBA Sunbelt Business Advisors’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 Maxann, LLC DBA Sunbelt Business AdvisorsHR for the recordkeeper’s name and login.
