Jerry CATE, Inc. DBA KC Enterprises 401(k) Plan

The Jerry CATE, Inc. DBA KC Enterprises 401(k) on its latest Form 5500

Jerry CATE, Inc. DBA KC Enterprises (EIN 75-2462118) reports JERRY CATE, INC. DBA KC ENTERPRISES EMPLOYEES SAVINGS TRUST on its most recent Form 5500, with $849K in plan assets across 13 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 Jerry CATE, Inc. DBA KC Enterprises filing — schedules, fees, and providers.

Who runs the Jerry CATE, Inc. DBA KC Enterprises 401(k)?

Jerry CATE, Inc. DBA KC Enterprises’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 Jerry CATE, Inc. DBA KC EnterprisesHR for the recordkeeper’s name and login.

How to check your Jerry CATE, Inc. DBA KC Enterprises 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jerry CATE, Inc. DBA KC Enterprises 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).