Cusack and Fennell, P.C. 401(k) Plan

The Cusack and Fennell, P.C. 401(k) on its latest Form 5500

Cusack and Fennell, P.C. (EIN 04-3014404) reports CUSACK AND FENNELL, P.C. SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $391K in plan assets across 4 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 Cusack and Fennell, P.C. filing — schedules, fees, and providers.

Who runs the Cusack and Fennell, P.C. 401(k)?

Cusack and Fennell, P.C.’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 Cusack and Fennell, P.C.HR for the recordkeeper’s name and login.

How to check your Cusack and Fennell, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Cusack and Fennell, P.C. 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).