What public Form 5500 filings show about the Kathleen Lynn Nelson 401(k) plan — and how to find and check your own account.
Kathleen Lynn Nelson (EIN 33-0616130) reports KATHLEEN LYNN NELSON on its most recent Form 5500, with $29K in plan assets across 16 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 Kathleen Lynn Nelson filing — schedules, fees, and providers.
Kathleen Lynn Nelson’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 Kathleen Lynn NelsonHR for the recordkeeper’s name and login.
