What public Form 5500 filings show about the Keathley, Maxwell & Antongiovanni, LLP Certified Public Accountants 401(k) plan — and how to find and check your own account.
Keathley, Maxwell & Antongiovanni, LLP Certified Public Accountants (EIN 77-0344660) reports KMA, CPAS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $5.3M in plan assets across 13 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 Keathley, Maxwell & Antongiovanni, LLP Certified Public Accountants filing — schedules, fees, and providers.
Keathley, Maxwell & Antongiovanni, LLP Certified Public Accountants’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 Keathley, Maxwell & Antongiovanni, LLP Certified Public AccountantsHR for the recordkeeper’s name and login.