What public Form 5500 filings show about the TOBI LI Marshall CPA, APC 401(k) plan — and how to find and check your own account.
TOBI LI Marshall CPA, APC (EIN 83-0662785) reports TOBI LI MARSHALL CPA, APC RETIREMENT TRUST 401(K) PLAN on its most recent Form 5500, with $40K 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 TOBI LI Marshall CPA, APC filing — schedules, fees, and providers.
TOBI LI Marshall CPA, APC’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 TOBI LI Marshall CPA, APCHR for the recordkeeper’s name and login.
