Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

C.P. KELLY AND ASSOCIATES LLC 401(k) Plan

What public Form 5500 filings show about the C.P. KELLY AND ASSOCIATES LLC 401(k) plan — and how to find and check your own account.

Plan assets
$2.0M
Participants
7
Plans on file
1

The C.P. KELLY AND ASSOCIATES LLC 401(k) on its latest Form 5500

C.P. KELLY AND ASSOCIATES LLC (EIN 05-0625110) reports C.P. KELLY AND ASSOCIATES LLC 401(K) SAVINGS PLAN on its most recent Form 5500, with $2.0M in plan assets across 7 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 C.P. KELLY AND ASSOCIATES LLC filing — schedules, fees, and providers.

Who runs the C.P. KELLY AND ASSOCIATES LLC 401(k)?

C.P. KELLY 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 C.P. KELLY AND ASSOCIATES LLCHR for the recordkeeper’s name and login.

How to check your C.P. KELLY AND ASSOCIATES LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask C.P. KELLY 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).
More on this employer: C.P. KELLY AND ASSOCIATES LLC — all Form 5500 filings (EIN 05-0625110) · New York employer EIN lookup · Form 5500 search
C.P. KELLY AND ASSOCIATES LLC 401(k) Plan — Form 5500