What public Form 5500 filings show about the Burkhalter Kessler Clement & GEO 401(k) plan — and how to find and check your own account.
Burkhalter Kessler Clement & GEO (EIN 33-0978221) reports BURKHALTER KESSLER CLEMENT & GEORGE, LLP 401(K) PROFIT SHARIN on its most recent Form 5500, with $12.8M in plan assets across 26 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 Burkhalter Kessler Clement & GEO filing — schedules, fees, and providers.
Burkhalter Kessler Clement & GEO’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 Burkhalter Kessler Clement & GEOHR for the recordkeeper’s name and login.
