Diaz, Anselmo, & Associates, P.A.. 401(k) Plan

The Diaz, Anselmo, & Associates, P.A.. 401(k) on its latest Form 5500

Diaz, Anselmo, & Associates, P.A.. (EIN 65-0345496) reports DIAZ ANSELMO & ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $5.9M in plan assets across 141 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 Diaz, Anselmo, & Associates, P.A.. filing — schedules, fees, and providers.

Who runs the Diaz, Anselmo, & Associates, P.A.. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Diaz, Anselmo, & Associates, P.A.. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, BARRY MAX LEVY & ASSOCIATES, OSAIC WEALTH, SECURITIES AMERICA.

How to check your Diaz, Anselmo, & Associates, P.A.. 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask Diaz, Anselmo, & Associates, P.A.. 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).