Vincent Servello III CPA, PC DBA Servello CPA 401(k) Plan

The Vincent Servello III CPA, PC DBA Servello CPA 401(k) on its latest Form 5500

Vincent Servello III CPA, PC DBA Servello CPA (EIN 83-1054141) reports SERVELLO CPA 401(K) PLAN on its most recent Form 5500, with $75K 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 Vincent Servello III CPA, PC DBA Servello CPA filing — schedules, fees, and providers.

Who runs the Vincent Servello III CPA, PC DBA Servello CPA 401(k)?

Vincent Servello III CPA, PC DBA Servello CPA’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 Vincent Servello III CPA, PC DBA Servello CPAHR for the recordkeeper’s name and login.

How to check your Vincent Servello III CPA, PC DBA Servello CPA 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Vincent Servello III CPA, PC DBA Servello CPA 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).