What public Form 5500 filings show about the Smith, Robinson, Holler, Dubose and Morgan, LLC 401(k) plan — and how to find and check your own account.
Smith, Robinson, Holler, Dubose and Morgan, LLC (EIN 83-4467070) reports SMITH, ROBINSON, HOLLER, DUBOSE & MORGAN, LLC 401K PROFIT SHARING PLAN on its most recent Form 5500, with $8.3M in plan assets across 55 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, Robinson, Holler, Dubose and Morgan, LLC filing — schedules, fees, and providers.
Smith, Robinson, Holler, Dubose and Morgan, 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 Smith, Robinson, Holler, Dubose and Morgan, LLCHR for the recordkeeper’s name and login.
