Britt W. Ponte, CPA, PC 401(k) Plan

The Britt W. Ponte, CPA, PC 401(k) on its latest Form 5500

Britt W. Ponte, CPA, PC (EIN 38-3017708) reports BRITT W. PONTE, CPA 401K on its most recent Form 5500, with $88K in plan assets across 2 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 Britt W. Ponte, CPA, PC filing — schedules, fees, and providers.

Who runs the Britt W. Ponte, CPA, PC 401(k)?

Britt W. Ponte, 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 Britt W. Ponte, CPA, PCHR for the recordkeeper’s name and login.

How to check your Britt W. Ponte, CPA, PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Britt W. Ponte, 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).