What public Form 5500 filings show about the Spears, Carlson & Coleman, SC 401(k) plan — and how to find and check your own account.
Spears, Carlson & Coleman, SC (EIN 47-5308489) reports SPEARS, CARLSON & COLEMAN, SC 401(K) PLAN on its most recent Form 5500, with $826K in plan assets across 6 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 Spears, Carlson & Coleman, SC filing — schedules, fees, and providers.
Spears, Carlson & Coleman, SC’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 Spears, Carlson & Coleman, SCHR for the recordkeeper’s name and login.
