Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ALTA CPA GROUP, LLC 401(k) Plan

What public Form 5500 filings show about the ALTA CPA GROUP, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$843K
Participants
20
Plans on file
1

The ALTA CPA GROUP, LLC 401(k) on its latest Form 5500

ALTA CPA GROUP, LLC (EIN 82-1650312) reports ALTA CPA GROUP, LLC 401(K) PLAN on its most recent Form 5500, with $843K in plan assets across 20 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 ALTA CPA GROUP, LLC filing — schedules, fees, and providers.

Who runs the ALTA CPA GROUP, LLC 401(k)?

ALTA CPA GROUP, 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 ALTA CPA GROUP, LLCHR for the recordkeeper’s name and login.

How to check your ALTA CPA GROUP, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ALTA CPA GROUP, 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).
More on this employer: ALTA CPA GROUP, LLC — all Form 5500 filings (EIN 82-1650312) · Maryland employer EIN lookup · Form 5500 search
ALTA CPA GROUP, LLC 401(k) Plan — Form 5500