Cook CPA Group, Inc. 401(k) Plan

The Cook CPA Group, Inc. 401(k) on its latest Form 5500

Cook CPA Group, Inc. (EIN 82-1221665) reports ADVENTURE TO VALINOR RETIREMENT TRUST on its most recent Form 5500, with $43K in plan assets across 2 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 Cook CPA Group, Inc. filing — schedules, fees, and providers.

Who runs the Cook CPA Group, Inc. 401(k)?

Cook CPA Group, 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 Cook CPA Group, Inc.HR for the recordkeeper’s name and login.

How to check your Cook CPA Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Cook CPA Group, 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).