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GOLDBERG KOHN LTD. 401(k) Plan

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

Plan assets
$142.7M
Participants
163
Plans on file
2

The GOLDBERG KOHN LTD. 401(k) on its latest Form 5500

GOLDBERG KOHN LTD. (EIN 36-2863762) reports GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN on its most recent Form 5500, with $142.7M in plan assets across 163 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 GOLDBERG KOHN LTD. filing — schedules, fees, and providers.

Who runs the GOLDBERG KOHN LTD. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GOLDBERG KOHN LTD. 401(k).

How to check your GOLDBERG KOHN LTD. 401(k)

  • Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
  • Ask GOLDBERG KOHN 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: GOLDBERG KOHN LTD. — all Form 5500 filings (EIN 36-2863762) · Illinois employer EIN lookup · Form 5500 search
GOLDBERG KOHN LTD. 401(k) Plan — Form 5500