CAROLINA FOREST CPA GROUP INC. 401(k) Plan
What public Form 5500 filings show about the CAROLINA FOREST CPA GROUP INC. 401(k) plan — and how to find and check your own account.
The CAROLINA FOREST CPA GROUP INC. 401(k) on its latest Form 5500
CAROLINA FOREST CPA GROUP INC. (EIN 20-8615926) reports CAROLINA FOREST CPA GROUP 401(K) PLAN on its most recent Form 5500, with $474K in plan assets across 21 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 CAROLINA FOREST CPA GROUP INC. filing — schedules, fees, and providers.
Who runs the CAROLINA FOREST CPA GROUP INC. 401(k)?
CAROLINA FOREST CPA GROUP 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 CAROLINA FOREST CPA GROUP INC.HR for the recordkeeper’s name and login.
How to check your CAROLINA FOREST CPA GROUP INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CAROLINA FOREST CPA GROUP INC. 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).