What public Form 5500 filings show about the Applebaum KATZ Brodsky PLLC 401(k) plan — and how to find and check your own account.
Applebaum KATZ Brodsky PLLC (EIN 86-1970329) reports APPLEBAUM KATZ BRODSKY PLLC INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $438K 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 Applebaum KATZ Brodsky PLLC filing — schedules, fees, and providers.
Applebaum KATZ Brodsky PLLC’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 Applebaum KATZ Brodsky PLLCHR for the recordkeeper’s name and login.
