What public Form 5500 filings show about the Lizza & Carullo CPAS & Advisors 401(k) plan — and how to find and check your own account.
Lizza & Carullo CPAS & Advisors (EIN 88-3059946) reports LIZZA & CARULLO CPAS & ADVISORS LLP 401(K) PROFIT SHARING PLAN & on its most recent Form 5500, with $384K in plan assets across 6 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 Lizza & Carullo CPAS & Advisors filing — schedules, fees, and providers.
Lizza & Carullo CPAS & Advisors’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 Lizza & Carullo CPAS & AdvisorsHR for the recordkeeper’s name and login.
