Kassouf & Co., Inc. 401(k) Plan
What public Form 5500 filings show about the Kassouf & Co., Inc. 401(k) plan — and how to find and check your own account.
The Kassouf & Co., Inc. 401(k) on its latest Form 5500
Kassouf & Co., Inc. (EIN 63-0590670) reports KASSOUF & CO., INC. 401(K) PROFIT SHARING RETIREMENT PLAN on its most recent Form 5500, with $25.1M in plan assets across 106 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 Kassouf & Co., Inc. filing — schedules, fees, and providers.
Who runs the Kassouf & Co., Inc. 401(k)?
Kassouf & Co., Inc.’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 Kassouf & Co., Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAVANT WEALTH MANAGEMENT, MATRIX TRUST, SMITH DUKES & BUCKALEW LLP.
How to check your Kassouf & Co., Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Kassouf & Co., Inc. 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).