Ward CPA Accounting Services P.C 401(k) Plan

The Ward CPA Accounting Services P.C 401(k) on its latest Form 5500

Ward CPA Accounting Services P.C (EIN 84-3664464) reports WARD CPA ACCOUNTING SERVICES P.C 401(K) PLAN on its most recent Form 5500, with $135K 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 Ward CPA Accounting Services P.C filing — schedules, fees, and providers.

Who runs the Ward CPA Accounting Services P.C 401(k)?

Ward CPA Accounting Services P.C’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 Ward CPA Accounting Services P.CHR for the recordkeeper’s name and login.

How to check your Ward CPA Accounting Services P.C 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Ward CPA Accounting Services P.C 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).