What public Form 5500 filings show about the Roumel Sheena CPA PC 401(k) plan — and how to find and check your own account.
Roumel Sheena CPA PC (EIN 38-3052242) reports ROUMEL SHEENA CPA PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $570K in plan assets across 13 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 Roumel Sheena CPA PC filing — schedules, fees, and providers.
Roumel Sheena CPA PC’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 Roumel Sheena CPA PCHR for the recordkeeper’s name and login.
