TRI-STATE CPAS, INC. 401(k) Plan
What public Form 5500 filings show about the TRI-STATE CPAS, INC. 401(k) plan — and how to find and check your own account.
The TRI-STATE CPAS, INC. 401(k) on its latest Form 5500
TRI-STATE CPAS, INC. (EIN 84-3555082) reports TRI-STATE CPAS, INC 401(K) PLAN on its most recent Form 5500, with $899K in plan assets across 12 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 TRI-STATE CPAS, INC. filing — schedules, fees, and providers.
Who runs the TRI-STATE CPAS, INC. 401(k)?
TRI-STATE CPAS, INC.’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 TRI-STATE CPAS, INC.HR for the recordkeeper’s name and login.
How to check your TRI-STATE CPAS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TRI-STATE CPAS, INC. 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).