What public Form 5500 filings show about the Zerilli and Associates PC 401(k) plan — and how to find and check your own account.
Zerilli and Associates PC (EIN 47-5641696) reports ZERILLI AND ASSOCIATES PC 401 (K) on its most recent Form 5500, with $197K 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 Zerilli and Associates PC filing — schedules, fees, and providers.
Zerilli and Associates PC’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 Zerilli and Associates PCHR for the recordkeeper’s name and login.
