Bleakly Advisory Group DBA KB Advisory Group 401(k) Plan

The Bleakly Advisory Group DBA KB Advisory Group 401(k) on its latest Form 5500

Bleakly Advisory Group DBA KB Advisory Group (EIN 58-2661234) reports BLEAKLY ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $682K in plan assets across 7 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 Bleakly Advisory Group DBA KB Advisory Group filing — schedules, fees, and providers.

Who runs the Bleakly Advisory Group DBA KB Advisory Group 401(k)?

Bleakly Advisory Group DBA KB Advisory Group’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 Bleakly Advisory Group DBA KB Advisory GroupHR for the recordkeeper’s name and login.

How to check your Bleakly Advisory Group DBA KB Advisory Group 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Bleakly Advisory Group DBA KB Advisory Group 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).