What public Form 5500 filings show about the Robert L Borelli CPA 401(k) plan — and how to find and check your own account.
Robert L Borelli CPA (EIN 94-3129747) reports ROBERT L BORELLI CPA 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $122K in plan assets across 7 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 L Borelli CPA filing — schedules, fees, and providers.
Robert L Borelli CPA’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 L Borelli CPAHR for the recordkeeper’s name and login.
