What public Form 5500 filings show about the CONA Elder Law PLLC 401(k) plan — and how to find and check your own account.
CONA Elder Law PLLC (EIN 85-3367238) reports CONA ELDER LAW PLLC SAFE HARBOR 401(K) PLAN AND TRUST on its most recent Form 5500, with $7.9M 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 CONA Elder Law PLLC filing — schedules, fees, and providers.
CONA Elder Law PLLC’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 CONA Elder Law PLLCHR for the recordkeeper’s name and login.
