What public Form 5500 filings show about the Finch CPA Firm PLLC 401(k) plan — and how to find and check your own account.
Finch CPA Firm PLLC (EIN 20-3257160) reports FINCH CPA FIRM SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $426K in plan assets across 5 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 Finch CPA Firm PLLC filing — schedules, fees, and providers.
Finch CPA Firm PLLC’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 Finch CPA Firm PLLCHR for the recordkeeper’s name and login.
