CALIFORNIA SOCIETY OF CPAS 401(k) Plan
What public Form 5500 filings show about the CALIFORNIA SOCIETY OF CPAS 401(k) plan — and how to find and check your own account.
The CALIFORNIA SOCIETY OF CPAS 401(k) on its latest Form 5500
CALIFORNIA SOCIETY OF CPAS (EIN 94-1056137) reports CALIFORNIA SOCIETY OF CPAS 401(K) PLAN on its most recent Form 5500, with $15.5M in plan assets across 69 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 CALIFORNIA SOCIETY OF CPAS filing — schedules, fees, and providers.
Who runs the CALIFORNIA SOCIETY OF CPAS 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CALIFORNIA SOCIETY OF CPAS 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HOVER INSURANCE SERVICES, DOT PRINTER, RISK STRATEGIES CONSULTING, USI INSURANCE SERVICES, UNITEDAG CASEHP-CA SMALL EMPLOYER, VISION SERVICE PLAN.
How to check your CALIFORNIA SOCIETY OF CPAS 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask CALIFORNIA SOCIETY OF CPAS 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).