What public Form 5500 filings show about the SAI CPA Services 401(k) plan — and how to find and check your own account.
SAI CPA Services (EIN 27-1065381) reports SAI CPA SERVICES RETIREMENT TRUST on its most recent Form 5500, with $356K in plan assets across 18 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 SAI CPA Services filing — schedules, fees, and providers.
SAI CPA Services’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 SAI CPA ServicesHR for the recordkeeper’s name and login.
