What public Form 5500 filings show about the Cesari and McKenna, LLP 401(k) plan — and how to find and check your own account.
Cesari and McKenna, LLP (EIN 04-3104976) reports CESARI AND MCKENNA, LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $14.8M in plan assets across 24 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 Cesari and McKenna, LLP filing — schedules, fees, and providers.
Cesari and McKenna, LLP’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 Cesari and McKenna, LLPHR for the recordkeeper’s name and login.
