CPA Financial Enrichment Group, LLC 401(k) Plan

The CPA Financial Enrichment Group, LLC 401(k) on its latest Form 5500

CPA Financial Enrichment Group, LLC (EIN 59-2977986) reports CPA FINANCIAL ENRICHMENT GROUP LLC 401K PLAN on its most recent Form 5500, with $822K 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 CPA Financial Enrichment Group, LLC filing — schedules, fees, and providers.

Who runs the CPA Financial Enrichment Group, LLC 401(k)?

CPA Financial Enrichment Group, LLC’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 CPA Financial Enrichment Group, LLCHR for the recordkeeper’s name and login.

How to check your CPA Financial Enrichment Group, LLC 401(k)

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