What public Form 5500 filings show about the Edwards and Barber, CPAS 401(k) plan — and how to find and check your own account.
Edwards and Barber, CPAS (EIN 87-2820304) reports EDWARDS AND BARBER, CPAS 401(K) PLAN on its most recent Form 5500, with $899K in plan assets across 22 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 Edwards and Barber, CPAS filing — schedules, fees, and providers.
Edwards and Barber, CPAS’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 Edwards and Barber, CPASHR for the recordkeeper’s name and login.
