What public Form 5500 filings show about the Balog and Associate CPAS 401(k) plan — and how to find and check your own account.
Balog and Associate CPAS (EIN 27-1553286) reports BALOG AND ASSOCIATE CPAS 401(K) PLAN on its most recent Form 5500, with $170K in plan assets across 3 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 Balog and Associate CPAS filing — schedules, fees, and providers.
Balog and Associate CPAS’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 Balog and Associate CPASHR for the recordkeeper’s name and login.
