Conley & Wood CPA'S P.C. 401(k) Plan
What public Form 5500 filings show about the Conley & Wood CPA'S P.C. 401(k) plan — and how to find and check your own account.
The Conley & Wood CPA'S P.C. 401(k) on its latest Form 5500
Conley & Wood CPA'S P.C. (EIN 04-3401628) reports CONLEY & WOOD CPA'S P.C. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $2.1M in plan assets across 10 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 Conley & Wood CPA'S P.C. filing — schedules, fees, and providers.
Who runs the Conley & Wood CPA'S P.C. 401(k)?
Conley & Wood CPA'S 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 Conley & Wood CPA'S P.C.HR for the recordkeeper’s name and login.
How to check your Conley & Wood CPA'S P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Conley & Wood CPA'S 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).