Yaakov Borenstein, C.P.A., P.C. 401(k) Plan

The Yaakov Borenstein, C.P.A., P.C. 401(k) on its latest Form 5500

Yaakov Borenstein, C.P.A., P.C. (EIN 52-2136830) reports YAAKOV BORENSTEIN, C.P.A., P.C. 401K on its most recent Form 5500, with $9.3M in plan assets across 3 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 Yaakov Borenstein, C.P.A., P.C. filing — schedules, fees, and providers.

Who runs the Yaakov Borenstein, C.P.A., P.C. 401(k)?

Yaakov Borenstein, C.P.A., 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 Yaakov Borenstein, C.P.A., P.C.HR for the recordkeeper’s name and login.

How to check your Yaakov Borenstein, C.P.A., P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Yaakov Borenstein, C.P.A., 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).