What public Form 5500 filings show about the Halvorsen Klote Davis LLC 401(k) plan — and how to find and check your own account.
Halvorsen Klote Davis LLC (EIN 82-1605533) reports HALVORSEN KLOTE 401(K) PLAN on its most recent Form 5500, with $625K in plan assets across 9 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 Halvorsen Klote Davis LLC filing — schedules, fees, and providers.
Halvorsen Klote Davis 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 Halvorsen Klote Davis LLCHR for the recordkeeper’s name and login.
