Holly C Roundtree CPA PLLC 401(k) Plan

The Holly C Roundtree CPA PLLC 401(k) on its latest Form 5500

Holly C Roundtree CPA PLLC (EIN 46-2013344) reports HOLLY C ROUNDTREE CPA PLLC 401K PLAN on its most recent Form 5500, with $3.2M in plan assets across 3 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 Holly C Roundtree CPA PLLC filing — schedules, fees, and providers.

Who runs the Holly C Roundtree CPA PLLC 401(k)?

Holly C Roundtree CPA 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 Holly C Roundtree CPA PLLCHR for the recordkeeper’s name and login.

How to check your Holly C Roundtree CPA PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Holly C Roundtree CPA PLLC 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).