What public Form 5500 filings show about the Conceptual Management, Inc. 401(k) plan — and how to find and check your own account.
Conceptual Management, Inc. (EIN 74-3092367) reports CONCEPTUAL MANAGEMENT, INC.401(K) PLAN on its most recent Form 5500, with $171K in plan assets across 256 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 Conceptual Management, Inc. filing — schedules, fees, and providers.
Conceptual Management, Inc.’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 Conceptual Management, Inc.HR for the recordkeeper’s name and login.
