Kapnick and Company, Inc. DBA Kapnick Insurance Group 401(k) Plan

The Kapnick and Company, Inc. DBA Kapnick Insurance Group 401(k) on its latest Form 5500

Kapnick and Company, Inc. DBA Kapnick Insurance Group (EIN 38-1902430) reports KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST on its most recent Form 5500, with $41.2M in plan assets across 222 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 Kapnick and Company, Inc. DBA Kapnick Insurance Group filing — schedules, fees, and providers.

Who runs the Kapnick and Company, Inc. DBA Kapnick Insurance Group 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kapnick and Company, Inc. DBA Kapnick Insurance Group 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TFO WEALTH PARTNERS.

How to check your Kapnick and Company, Inc. DBA Kapnick Insurance Group 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Kapnick and Company, Inc. DBA Kapnick Insurance Group 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).