SMOLIN, LUPIN & CO., P.A. 401(k) Plan
What public Form 5500 filings show about the SMOLIN, LUPIN & CO., P.A. 401(k) plan — and how to find and check your own account.
The SMOLIN, LUPIN & CO., P.A. 401(k) on its latest Form 5500
SMOLIN, LUPIN & CO., P.A. (EIN 22-2258733) reports SMOLIN, LUPIN & CO. SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $33.0M in plan assets across 140 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 SMOLIN, LUPIN & CO., P.A. filing — schedules, fees, and providers.
Who runs the SMOLIN, LUPIN & CO., P.A. 401(k)?
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 SMOLIN, LUPIN & CO., P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INTAC ACTUARIAL SERVICES, MARCUM LLP, CETERA ADVISOR NETWORKS.
How to check your SMOLIN, LUPIN & CO., P.A. 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask SMOLIN, LUPIN & CO., P.A. 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).