GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, INC. 401(k) Plan
What public Form 5500 filings show about the GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, INC. 401(k) plan — and how to find and check your own account.
The GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, INC. 401(k) on its latest Form 5500
GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, INC. (EIN 86-1738397) reports GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR 401(K) PLAN on its most recent Form 5500, with $2K 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 GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, INC. filing — schedules, fees, and providers.
Who runs the GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, INC. 401(k)?
GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, 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 GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, INC.HR for the recordkeeper’s name and login.
How to check your GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GEORGIE KELLY, LICENSED PROFESSIONAL CLINICAL COUNSELOR, 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).