What public Form 5500 filings show about the Neil Cerbone Assoc 401(k) plan — and how to find and check your own account.
Neil Cerbone Assoc (EIN 22-3328127) reports NEIL CERBONE ASSOC DBA NCA 401K SAFE HARBOR P/S PLAN on its most recent Form 5500, with $381K in plan assets across 2 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 Neil Cerbone Assoc filing — schedules, fees, and providers.
Neil Cerbone Assoc’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 Neil Cerbone AssocHR for the recordkeeper’s name and login.