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CAPOZZI ADLER, P.C. 401(k) Plan

What public Form 5500 filings show about the CAPOZZI ADLER, P.C. 401(k) plan — and how to find and check your own account.

Plan assets
$5.7M
Participants
32
Plans on file
1

The CAPOZZI ADLER, P.C. 401(k) on its latest Form 5500

CAPOZZI ADLER, P.C. (EIN 23-2911821) reports CAPOZZI ADLER, PC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $5.7M in plan assets across 32 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 CAPOZZI ADLER, P.C. filing — schedules, fees, and providers.

Who runs the CAPOZZI ADLER, P.C. 401(k)?

CAPOZZI ADLER, P.C.’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 CAPOZZI ADLER, P.C.HR for the recordkeeper’s name and login.

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH FINANCIAL GROUP, CAPITAL BLUECROSS, MPB RISK SERVICES, REVIVEHEALTH, BENECON GROUP.

How to check your CAPOZZI ADLER, P.C. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CAPOZZI ADLER, P.C. 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).
More on this employer: CAPOZZI ADLER, P.C. — all Form 5500 filings (EIN 23-2911821) · Pennsylvania employer EIN lookup · Form 5500 search
CAPOZZI ADLER, P.C. 401(k) Plan — Form 5500