Robert J. Baltes DBA Baltes & Associates, CPA'S 401(k) Plan
What public Form 5500 filings show about the Robert J. Baltes DBA Baltes & Associates, CPA'S 401(k) plan — and how to find and check your own account.
The Robert J. Baltes DBA Baltes & Associates, CPA'S 401(k) on its latest Form 5500
Robert J. Baltes DBA Baltes & Associates, CPA'S (EIN 81-0573816) reports ROBERT J. BALTES, C.P.A., C.V.A 401(K) PLAN on its most recent Form 5500, with $3.8M in plan assets across 9 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 Robert J. Baltes DBA Baltes & Associates, CPA'S filing — schedules, fees, and providers.
Who runs the Robert J. Baltes DBA Baltes & Associates, CPA'S 401(k)?
Robert J. Baltes DBA Baltes & Associates, CPA'S’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 Robert J. Baltes DBA Baltes & Associates, CPA'SHR for the recordkeeper’s name and login.
How to check your Robert J. Baltes DBA Baltes & Associates, CPA'S 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Robert J. Baltes DBA Baltes & Associates, CPA'S 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).