DAVID OASE CPA, PC 401(k) Plan
What public Form 5500 filings show about the DAVID OASE CPA, PC 401(k) plan — and how to find and check your own account.
The DAVID OASE CPA, PC 401(k) on its latest Form 5500
DAVID OASE CPA, PC (EIN 86-0645419) reports DAVID OASE CPA, PC 401(K) P/S PLAN on its most recent Form 5500, with $392K in plan assets across 7 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 OASE CPA, PC filing — schedules, fees, and providers.
Who runs the DAVID OASE CPA, PC 401(k)?
DAVID OASE CPA, 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 DAVID OASE CPA, PCHR for the recordkeeper’s name and login.
How to check your DAVID OASE CPA, PC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DAVID OASE CPA, PC 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).