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

FITZGERALD, CLAYTON, JAMES & KASTEN, INC. 401(k) Plan

What public Form 5500 filings show about the FITZGERALD, CLAYTON, JAMES & KASTEN, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$518K
Participants
2
Plans on file
1

The FITZGERALD, CLAYTON, JAMES & KASTEN, INC. 401(k) on its latest Form 5500

FITZGERALD, CLAYTON, JAMES & KASTEN, INC. (EIN 39-1570826) reports FITZGERALD, CLAYTON, JAMES & KASTEN, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $518K in plan assets across 2 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 FITZGERALD, CLAYTON, JAMES & KASTEN, INC. filing — schedules, fees, and providers.

Who runs the FITZGERALD, CLAYTON, JAMES & KASTEN, INC. 401(k)?

FITZGERALD, CLAYTON, JAMES & KASTEN, 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 FITZGERALD, CLAYTON, JAMES & KASTEN, INC.HR for the recordkeeper’s name and login.

How to check your FITZGERALD, CLAYTON, JAMES & KASTEN, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask FITZGERALD, CLAYTON, JAMES & KASTEN, INC. 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: FITZGERALD, CLAYTON, JAMES & KASTEN, INC. — all Form 5500 filings (EIN 39-1570826) · Wisconsin employer EIN lookup · Form 5500 search
FITZGERALD, CLAYTON, JAMES & KASTEN, INC. 401(k) Plan — Form 5500