THE ANDERSON GROUP, CERTIFIED PU 401(k) Plan
What public Form 5500 filings show about the THE ANDERSON GROUP, CERTIFIED PU 401(k) plan — and how to find and check your own account.
The THE ANDERSON GROUP, CERTIFIED PU 401(k) on its latest Form 5500
THE ANDERSON GROUP, CERTIFIED PU (EIN 81-0892067) reports THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN on its most recent Form 5500, with $220K in plan assets across 4 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 THE ANDERSON GROUP, CERTIFIED PU filing — schedules, fees, and providers.
Who runs the THE ANDERSON GROUP, CERTIFIED PU 401(k)?
THE ANDERSON GROUP, CERTIFIED PU’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 THE ANDERSON GROUP, CERTIFIED PUHR for the recordkeeper’s name and login.
How to check your THE ANDERSON GROUP, CERTIFIED PU 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE ANDERSON GROUP, CERTIFIED PU 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).