Mallozzi & Dwyer CPAS P.C. 401(k) Plan

The Mallozzi & Dwyer CPAS P.C. 401(k) on its latest Form 5500

Mallozzi & Dwyer CPAS P.C. (EIN 11-2717308) reports MALLOZZI & DWYER CPAS P.C. 401K PLAN on its most recent Form 5500, with $1.6M in plan assets across 10 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 Mallozzi & Dwyer CPAS P.C. filing — schedules, fees, and providers.

Who runs the Mallozzi & Dwyer CPAS P.C. 401(k)?

Mallozzi & Dwyer CPAS P.C.’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 Mallozzi & Dwyer CPAS P.C.HR for the recordkeeper’s name and login.

How to check your Mallozzi & Dwyer CPAS P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Mallozzi & Dwyer CPAS P.C. 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).