Serotta Maddocks Evans & Co., CPAS 401(k) Plan

The Serotta Maddocks Evans & Co., CPAS 401(k) on its latest Form 5500

Serotta Maddocks Evans & Co., CPAS (EIN 58-1107697) reports SEROTTA MADDOCKS EVANS & CO 401(K) PLAN on its most recent Form 5500, with $6.1M in plan assets across 43 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 Serotta Maddocks Evans & Co., CPAS filing — schedules, fees, and providers.

Who runs the Serotta Maddocks Evans & Co., CPAS 401(k)?

Serotta Maddocks Evans & Co., CPAS’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 Serotta Maddocks Evans & Co., CPASHR for the recordkeeper’s name and login.

How to check your Serotta Maddocks Evans & Co., CPAS 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Serotta Maddocks Evans & Co., CPAS 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).