Smith & Smith CPA P.C. 401(k) Plan

The Smith & Smith CPA P.C. 401(k) on its latest Form 5500

Smith & Smith CPA P.C. (EIN 45-4023924) reports SMITH & SMITH CPA P.C. 401(K) PLAN on its most recent Form 5500, with $3.4M in plan assets across 11 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 Smith & Smith CPA P.C. filing — schedules, fees, and providers.

Who runs the Smith & Smith CPA P.C. 401(k)?

Smith & Smith CPA P.C.’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 Smith & Smith CPA P.C.HR for the recordkeeper’s name and login.

How to check your Smith & Smith CPA P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Smith & Smith CPA P.C. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).