KEYSTONE CPA, INC 401(k) Plan
What public Form 5500 filings show about the KEYSTONE CPA, INC 401(k) plan — and how to find and check your own account.
The KEYSTONE CPA, INC 401(k) on its latest Form 5500
KEYSTONE CPA, INC (EIN 26-2060595) reports KEYSTONE CPA PROFIT SHARING PLAN on its most recent Form 5500, with $2.2M in plan assets across 11 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 KEYSTONE CPA, INC filing — schedules, fees, and providers.
Who runs the KEYSTONE CPA, INC 401(k)?
KEYSTONE CPA, 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 KEYSTONE CPA, INCHR for the recordkeeper’s name and login.
How to check your KEYSTONE CPA, INC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KEYSTONE CPA, 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).