What public Form 5500 filings show about the Clemens Family Corporation 401(k) plan — and how to find and check your own account.
Clemens Family Corporation (EIN 75-2990486) reports THE CLEMENS FAMILY SHARING PLAN on its most recent Form 5500, with $260.4M in plan assets across 5,058 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 Clemens Family Corporation 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Clemens Family Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KREISCHER MILLER, CAPTRUST FINANCIAL PARTNERS.
