AA TAX CPA, LLC. 401(k) Plan
What public Form 5500 filings show about the AA TAX CPA, LLC. 401(k) plan — and how to find and check your own account.
The AA TAX CPA, LLC. 401(k) on its latest Form 5500
AA TAX CPA, LLC. (EIN 45-3707293) reports AA TAX CPA RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $341K in plan assets across 3 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 AA TAX CPA, LLC. filing — schedules, fees, and providers.
Who runs the AA TAX CPA, LLC. 401(k)?
AA TAX CPA, 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 AA TAX CPA, LLC.HR for the recordkeeper’s name and login.
How to check your AA TAX CPA, LLC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask AA TAX CPA, LLC. 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).