What public Form 5500 filings show about the JEFF Boldon CPA LLC 401(k) plan — and how to find and check your own account.
JEFF Boldon CPA LLC (EIN 27-2612999) reports JEFF BOLDON CPA PLLC 401K PLAN on its most recent Form 5500, with $134K in plan assets across 7 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 JEFF Boldon CPA LLC filing — schedules, fees, and providers.
JEFF Boldon CPA LLC’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 JEFF Boldon CPA LLCHR for the recordkeeper’s name and login.
