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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

KATHY JO SIZEMORE CPA, LLC 401(k) Plan

What public Form 5500 filings show about the KATHY JO SIZEMORE CPA, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$77K
Participants
2
Plans on file
1

The KATHY JO SIZEMORE CPA, LLC 401(k) on its latest Form 5500

KATHY JO SIZEMORE CPA, LLC (EIN 46-0811947) reports KATHY JO SIZEMORE CPA 401(K) PLAN on its most recent Form 5500, with $77K in plan assets across 2 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 KATHY JO SIZEMORE CPA, LLC filing — schedules, fees, and providers.

Who runs the KATHY JO SIZEMORE CPA, LLC 401(k)?

KATHY JO SIZEMORE 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 KATHY JO SIZEMORE CPA, LLCHR for the recordkeeper’s name and login.

How to check your KATHY JO SIZEMORE CPA, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask KATHY JO SIZEMORE CPA, LLC 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).
More on this employer: KATHY JO SIZEMORE CPA, LLC — all Form 5500 filings (EIN 46-0811947) · Virginia employer EIN lookup · Form 5500 search
KATHY JO SIZEMORE CPA, LLC 401(k) Plan — Form 5500