What public Form 5500 filings show about the Capozzi Adler, P.C. 401(k) plan — and how to find and check your own account.
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.
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, MPB RISK SERVICES, CAPITAL BLUECROSS, REVIVEHEALTH, BENECON GROUP.
