What public Form 5500 filings show about the Sam Carbis Solutions Group, LLC 401(k) plan — and how to find and check your own account.
Sam Carbis Solutions Group, LLC (EIN 46-3778984) reports SAM CARBIS SOLUTIONS GROUP, LLC 401(K) PLAN on its most recent Form 5500, with $9.6M in plan assets across 145 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 Sam Carbis Solutions Group, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sam Carbis Solutions Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HARTFORD FUNDS, DIMENSIONAL FUNDS, AMERICAN FUNDS, NEUBERGER BERMAN, T ROWE PRICE, JPMORGAN FUNDS.
