E.G. SANCHEZ & ASSOCIATES CPA 401(k) Plan
What public Form 5500 filings show about the E.G. SANCHEZ & ASSOCIATES CPA 401(k) plan — and how to find and check your own account.
The E.G. SANCHEZ & ASSOCIATES CPA 401(k) on its latest Form 5500
E.G. SANCHEZ & ASSOCIATES CPA (EIN 27-2847431) reports E.G. SANCHEZ & ASSOCIATES, CPA, APC 401K PLAN on its most recent Form 5500, with $633K 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 E.G. SANCHEZ & ASSOCIATES CPA filing — schedules, fees, and providers.
Who runs the E.G. SANCHEZ & ASSOCIATES CPA 401(k)?
E.G. SANCHEZ & ASSOCIATES CPA’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 E.G. SANCHEZ & ASSOCIATES CPAHR for the recordkeeper’s name and login.
How to check your E.G. SANCHEZ & ASSOCIATES CPA 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask E.G. SANCHEZ & ASSOCIATES CPA 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).
