What public Form 5500 filings show about the Chisholm Chisholm & Kilpatrick, Ltd. 401(k) plan — and how to find and check your own account.
Chisholm Chisholm & Kilpatrick, Ltd. (EIN 27-4459831) reports CHISHOLM CHISHOLM & KILPATRICK 401(K) PLAN on its most recent Form 5500, with $16.9M in plan assets across 228 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 Chisholm Chisholm & Kilpatrick, Ltd. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Chisholm Chisholm & Kilpatrick, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANGELL PENSION GROUP, MORGAN STANLEY GLOBAL.
