What public Form 5500 filings show about the CARR, Potter and KWON 401(k) plan — and how to find and check your own account.
CARR, Potter and KWON (EIN 84-3156977) reports CARR, POTTER AND KWON RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.1M in plan assets across 3 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 CARR, Potter and KWON filing — schedules, fees, and providers.
CARR, Potter and KWON’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 CARR, Potter and KWONHR for the recordkeeper’s name and login.
