What public Form 5500 filings show about the Chinese-American Planning COUN 401(k) plan — and how to find and check your own account.
Chinese-American Planning COUN (EIN 13-3203211) reports 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF CHINESE-AMERICAN PLANNING COUNCIL HOME ATTENDANT PROGRAM, INC. on its most recent Form 5500, with $4.6M in plan assets across 45 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 Chinese-American Planning COUN filing — schedules, fees, and providers.
Chinese-American Planning COUN’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 Chinese-American Planning COUNHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VOYA RETIREMENT INSURANCE & ANNUITY, PREFERRED PENSION CONCEPTS, MARKS PANETH LLP.
