Accounting Research & Analytics, LLC (DBA CFRA Research) 401(k) Plan

The Accounting Research & Analytics, LLC (DBA CFRA Research) 401(k) on its latest Form 5500

Accounting Research & Analytics, LLC (DBA CFRA Research) (EIN 46-1998308) reports CFRA RESEARCH RETIREMENT PLAN on its most recent Form 5500, with $18.0M in plan assets across 130 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 Accounting Research & Analytics, LLC (DBA CFRA Research) filing — schedules, fees, and providers.

Who runs the Accounting Research & Analytics, LLC (DBA CFRA Research) 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Accounting Research & Analytics, LLC (DBA CFRA Research) 401(k).

How to check your Accounting Research & Analytics, LLC (DBA CFRA Research) 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Accounting Research & Analytics, LLC (DBA CFRA Research) 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).