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MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(k) Plan

What public Form 5500 filings show about the MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$450K
Participants
17
Plans on file
1

The MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(k) on its latest Form 5500

MY PERSONAL CPA AND FINANCIAL PLANNER, LLC (EIN 81-0697955) reports MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(K) PLAN on its most recent Form 5500, with $450K in plan assets across 17 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 MY PERSONAL CPA AND FINANCIAL PLANNER, LLC filing — schedules, fees, and providers.

Who runs the MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(k)?

MY PERSONAL CPA AND FINANCIAL PLANNER, LLC’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 MY PERSONAL CPA AND FINANCIAL PLANNER, LLCHR for the recordkeeper’s name and login.

How to check your MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 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).
More on this employer: MY PERSONAL CPA AND FINANCIAL PLANNER, LLC — all Form 5500 filings (EIN 81-0697955) · Hawaii employer EIN lookup · Form 5500 search
MY PERSONAL CPA AND FINANCIAL PLANNER, LLC 401(k) Plan — Form 5500