CONNER AND ASSOCIATES, LLC 401(k) Plan
What public Form 5500 filings show about the CONNER AND ASSOCIATES, LLC 401(k) plan — and how to find and check your own account.
The CONNER AND ASSOCIATES, LLC 401(k) on its latest Form 5500
CONNER AND ASSOCIATES, LLC (EIN 27-1112020) reports FRANCHISE MARKETING SYSTEMS RETIREMENT PLAN on its most recent Form 5500, with $591K in plan assets across 5 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 CONNER AND ASSOCIATES, LLC filing — schedules, fees, and providers.
Who runs the CONNER AND ASSOCIATES, LLC 401(k)?
CONNER AND ASSOCIATES, 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 CONNER AND ASSOCIATES, LLCHR for the recordkeeper’s name and login.
How to check your CONNER AND ASSOCIATES, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CONNER AND ASSOCIATES, 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).
