HEATH CPA AND ASSOCIATES INC. 401(k) Plan
What public Form 5500 filings show about the HEATH CPA AND ASSOCIATES INC. 401(k) plan — and how to find and check your own account.
The HEATH CPA AND ASSOCIATES INC. 401(k) on its latest Form 5500
HEATH CPA AND ASSOCIATES INC. (EIN 45-3973951) reports HEATH CPA 401(K) PLAN on its most recent Form 5500, with $362K 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 HEATH CPA AND ASSOCIATES INC. filing — schedules, fees, and providers.
Who runs the HEATH CPA AND ASSOCIATES INC. 401(k)?
HEATH CPA AND ASSOCIATES INC.’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 HEATH CPA AND ASSOCIATES INC.HR for the recordkeeper’s name and login.
How to check your HEATH CPA AND ASSOCIATES INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HEATH CPA AND ASSOCIATES INC. 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).