What public Form 5500 filings show about the Urbina CPA, PA 401(k) plan — and how to find and check your own account.
Urbina CPA, PA (EIN 88-0907377) reports URBINA CPA, PA 401(K) on its most recent Form 5500, with $295K in plan assets across 5 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 Urbina CPA, PA filing — schedules, fees, and providers.
Urbina CPA, PA’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 Urbina CPA, PAHR for the recordkeeper’s name and login.
