What public Form 5500 filings show about the Ray C. CHAN CPA, Inc. 401(k) plan — and how to find and check your own account.
Ray C. CHAN CPA, Inc. (EIN 27-0249656) reports RAY C. CHAN CPA, INC. 401(K) PLAN on its most recent Form 5500, with $175K 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 Ray C. CHAN CPA, Inc. filing — schedules, fees, and providers.
Ray C. CHAN CPA, Inc.’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 Ray C. CHAN CPA, Inc.HR for the recordkeeper’s name and login.
