What public Form 5500 filings show about the SMH, LLC DBA Copperline Wealth Management & Planning 401(k) plan — and how to find and check your own account.
SMH, LLC DBA Copperline Wealth Management & Planning (EIN 84-3201884) reports COPPERLINE WEALTH MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $259K 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 SMH, LLC DBA Copperline Wealth Management & Planning filing — schedules, fees, and providers.
SMH, LLC DBA Copperline Wealth Management & Planning’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 SMH, LLC DBA Copperline Wealth Management & PlanningHR for the recordkeeper’s name and login.
