What public Form 5500 filings show about the Alisa NA CPA, PC 401(k) plan — and how to find and check your own account.
Alisa NA CPA, PC (EIN 91-2017880) reports ALISA NA CPA, PC 401(K) P/S PLAN on its most recent Form 5500, with $1.0M in plan assets across 11 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 Alisa NA CPA, PC filing — schedules, fees, and providers.
Alisa NA CPA, PC’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 Alisa NA CPA, PCHR for the recordkeeper’s name and login.
