A.T. Professional Accounting CPA PC 401(k) Plan

The A.T. Professional Accounting CPA PC 401(k) on its latest Form 5500

A.T. Professional Accounting CPA PC (EIN 22-3777858) reports A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN on its most recent Form 5500, with $2.1M in plan assets across 6 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 A.T. Professional Accounting CPA PC filing — schedules, fees, and providers.

Who runs the A.T. Professional Accounting CPA PC 401(k)?

A.T. Professional Accounting 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 A.T. Professional Accounting CPA PCHR for the recordkeeper’s name and login.

How to check your A.T. Professional Accounting CPA PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask A.T. Professional Accounting CPA PC 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).