CHO KWAN, CPA, INC. 401(k) Plan
What public Form 5500 filings show about the CHO KWAN, CPA, INC. 401(k) plan — and how to find and check your own account.
The CHO KWAN, CPA, INC. 401(k) on its latest Form 5500
CHO KWAN, CPA, INC. (EIN 94-3242795) reports CHO KWAN, CPA, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.7M in plan assets across 5 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 CHO KWAN, CPA, INC. filing — schedules, fees, and providers.
Who runs the CHO KWAN, CPA, INC. 401(k)?
CHO KWAN, CPA, 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 CHO KWAN, CPA, INC.HR for the recordkeeper’s name and login.
How to check your CHO KWAN, CPA, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CHO KWAN, CPA, 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).