Anne Cornelius CPA, P.C. 401(k) Plan

The Anne Cornelius CPA, P.C. 401(k) on its latest Form 5500

Anne Cornelius CPA, P.C. (EIN 86-0809775) reports ANNE CORNELIUS, CPA, P.C. 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 5 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 Anne Cornelius CPA, P.C. filing — schedules, fees, and providers.

Who runs the Anne Cornelius CPA, P.C. 401(k)?

Anne Cornelius CPA, P.C.’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 Anne Cornelius CPA, P.C.HR for the recordkeeper’s name and login.

How to check your Anne Cornelius CPA, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Anne Cornelius CPA, P.C. 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).