What public Form 5500 filings show about the CPA Financial, PC 401(k) plan — and how to find and check your own account.
CPA Financial, PC (EIN 45-4124397) reports CPA FINANCIAL, P.C. 401(K) RATE GROUP PROFIT SHARING PLAN AND TR on its most recent Form 5500, with $2.2M in plan assets across 4 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, PC filing — schedules, fees, and providers.
CPA Financial, PC’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, PCHR for the recordkeeper’s name and login.
