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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

NANCY ADAMS, CPA, PC 401(k) Plan

What public Form 5500 filings show about the NANCY ADAMS, CPA, PC 401(k) plan — and how to find and check your own account.

Plan assets
$269K
Participants
3
Plans on file
1

The NANCY ADAMS, CPA, PC 401(k) on its latest Form 5500

NANCY ADAMS, CPA, PC (EIN 26-1967227) reports NANCY ADAMS, CPA, PC 401(K) PLAN on its most recent Form 5500, with $269K in plan assets across 3 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 NANCY ADAMS, CPA, PC filing — schedules, fees, and providers.

Who runs the NANCY ADAMS, CPA, PC 401(k)?

NANCY ADAMS, CPA, PC’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 NANCY ADAMS, CPA, PCHR for the recordkeeper’s name and login.

How to check your NANCY ADAMS, CPA, PC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask NANCY ADAMS, CPA, PC 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: NANCY ADAMS, CPA, PC — all Form 5500 filings (EIN 26-1967227) · New Mexico employer EIN lookup · Form 5500 search
NANCY ADAMS, CPA, PC 401(k) Plan — Form 5500