Phocus Accounting and Tax Specialists, PLLC 401(k) Plan

The Phocus Accounting and Tax Specialists, PLLC 401(k) on its latest Form 5500

Phocus Accounting and Tax Specialists, PLLC (EIN 05-0609230) reports PHOCUS 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 21 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 Phocus Accounting and Tax Specialists, PLLC filing — schedules, fees, and providers.

Who runs the Phocus Accounting and Tax Specialists, PLLC 401(k)?

Phocus Accounting and Tax Specialists, PLLC’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 Phocus Accounting and Tax Specialists, PLLCHR for the recordkeeper’s name and login.

How to check your Phocus Accounting and Tax Specialists, PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Phocus Accounting and Tax Specialists, PLLC 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).