C.J. Battista, P.C. 401(k) Plan

The C.J. Battista, P.C. 401(k) on its latest Form 5500

C.J. Battista, P.C. (EIN 52-2248341) reports ANNAPOLIS ACCOUNTING SERVICES 401(K) PLAN on its most recent Form 5500, with $912K 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 C.J. Battista, P.C. filing — schedules, fees, and providers.

Who runs the C.J. Battista, P.C. 401(k)?

C.J. Battista, 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 C.J. Battista, P.C.HR for the recordkeeper’s name and login.

How to check your C.J. Battista, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask C.J. Battista, P.C. 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).