What public Form 5500 filings show about the Plumb Level Square, LLC. 401(k) plan — and how to find and check your own account.
Plumb Level Square, LLC. (EIN 35-2520739) reports PLUMB LEVEL SQUARE 401(K) PLAN on its most recent Form 5500, with $45K in plan assets across 3 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 Plumb Level Square, LLC. filing — schedules, fees, and providers.
Plumb Level Square, LLC.’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 Plumb Level Square, LLC.HR for the recordkeeper’s name and login.
