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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CONTE FINANCIAL SERVICES, LTD. 401(k) Plan

What public Form 5500 filings show about the CONTE FINANCIAL SERVICES, LTD. 401(k) plan — and how to find and check your own account.

Plan assets
$165K
Participants
1
Plans on file
1

The CONTE FINANCIAL SERVICES, LTD. 401(k) on its latest Form 5500

CONTE FINANCIAL SERVICES, LTD. (EIN 34-1883399) reports CONTE FINANCIAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $165K in plan assets across 1 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 CONTE FINANCIAL SERVICES, LTD. filing — schedules, fees, and providers.

Who runs the CONTE FINANCIAL SERVICES, LTD. 401(k)?

CONTE FINANCIAL SERVICES, LTD.’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 CONTE FINANCIAL SERVICES, LTD.HR for the recordkeeper’s name and login.

How to check your CONTE FINANCIAL SERVICES, LTD. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CONTE FINANCIAL SERVICES, LTD. 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).
More on this employer: CONTE FINANCIAL SERVICES, LTD. — all Form 5500 filings (EIN 34-1883399) · Ohio employer EIN lookup · Form 5500 search
CONTE FINANCIAL SERVICES, LTD. 401(k) Plan — Form 5500