Lawrence J Beardsley CPA, PLLC 401(k) Plan

The Lawrence J Beardsley CPA, PLLC 401(k) on its latest Form 5500

Lawrence J Beardsley CPA, PLLC (EIN 86-3194203) reports LAWRENCE J BEARDSLEY CPA 401(K) PLAN on its most recent Form 5500, with $402K in plan assets across 31 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 Lawrence J Beardsley CPA, PLLC filing — schedules, fees, and providers.

Who runs the Lawrence J Beardsley CPA, PLLC 401(k)?

Lawrence J Beardsley 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 Lawrence J Beardsley CPA, PLLCHR for the recordkeeper’s name and login.

How to check your Lawrence J Beardsley CPA, PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Lawrence J Beardsley 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).