What public Form 5500 filings show about the Brian Willard CPA, Inc. 401(k) plan — and how to find and check your own account.
Brian Willard CPA, Inc. (EIN 47-2726203) reports BRIAN WILLARD CPA 401K PLAN on its most recent Form 5500, with $1.1M in plan assets across 12 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 Brian Willard CPA, Inc. filing — schedules, fees, and providers.
Brian Willard CPA, Inc.’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 Brian Willard CPA, Inc.HR for the recordkeeper’s name and login.
