What public Form 5500 filings show about the A. Gary Aaronson, CPA, PLLC 401(k) plan — and how to find and check your own account.
A. Gary Aaronson, CPA, PLLC (EIN 45-3610272) reports ARTHUR GARY AARONSON, CPA RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $3.0M in plan assets across 7 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 A. Gary Aaronson, CPA, PLLC filing — schedules, fees, and providers.
A. Gary Aaronson, CPA, PLLC’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 A. Gary Aaronson, CPA, PLLCHR for the recordkeeper’s name and login.