What public Form 5500 filings show about the Kagan Lubic Lepper Finkelstein & Gold, LLP 401(k) plan — and how to find and check your own account.
Kagan Lubic Lepper Finkelstein & Gold, LLP (EIN 13-2708697) reports KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.8M in plan assets across 28 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 Kagan Lubic Lepper Finkelstein & Gold, LLP filing — schedules, fees, and providers.
Kagan Lubic Lepper Finkelstein & Gold, LLP’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 Kagan Lubic Lepper Finkelstein & Gold, LLPHR for the recordkeeper’s name and login.
