Carleton McKenna and Co LLC 401(k) Plan

The Carleton McKenna and Co LLC 401(k) on its latest Form 5500

Carleton McKenna and Co LLC (EIN 27-1665318) reports CARLETON MCKENNA & COMPANY LLC 401K AND PROFIT SHARING PLAN on its most recent Form 5500, with $380K in plan assets across 9 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 Carleton McKenna and Co LLC filing — schedules, fees, and providers.

Who runs the Carleton McKenna and Co LLC 401(k)?

Carleton McKenna and Co LLC’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 Carleton McKenna and Co LLCHR for the recordkeeper’s name and login.

How to check your Carleton McKenna and Co LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Carleton McKenna and Co LLC 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).