Taylor Anderson, CPA, P.C. 401(k) Plan

The Taylor Anderson, CPA, P.C. 401(k) on its latest Form 5500

Taylor Anderson, CPA, P.C. (EIN 87-2898278) reports TAYLOR ANDERSON, CPA, P.C. 401(K) PLAN on its most recent Form 5500, with $54K in plan assets across 2 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 Taylor Anderson, CPA, P.C. filing — schedules, fees, and providers.

Who runs the Taylor Anderson, CPA, P.C. 401(k)?

Taylor Anderson, CPA, P.C.’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 Taylor Anderson, CPA, P.C.HR for the recordkeeper’s name and login.

How to check your Taylor Anderson, CPA, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Taylor Anderson, CPA, P.C. 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).