David N Wurst CPA PA 401(k) Plan

The David N Wurst CPA PA 401(k) on its latest Form 5500

David N Wurst CPA PA (EIN 26-1407004) reports DAVID N WURST CPA PA 401(K) PLAN on its most recent Form 5500, with $380K 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 David N Wurst CPA PA filing — schedules, fees, and providers.

Who runs the David N Wurst CPA PA 401(k)?

David N Wurst CPA PA’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 David N Wurst CPA PAHR for the recordkeeper’s name and login.

How to check your David N Wurst CPA PA 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask David N Wurst CPA PA 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).