KAUFMAN DOLOWICH,LLP 401(k) Plan
What public Form 5500 filings show about the KAUFMAN DOLOWICH,LLP 401(k) plan — and how to find and check your own account.
The KAUFMAN DOLOWICH,LLP 401(k) on its latest Form 5500
KAUFMAN DOLOWICH,LLP (EIN 11-3391604) reports KAUFMAN DOLOWICH,LLP RETIREMENT PLAN on its most recent Form 5500, with $44.1M in plan assets across 339 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 KAUFMAN DOLOWICH,LLP filing — schedules, fees, and providers.
Who runs the KAUFMAN DOLOWICH,LLP 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 CAPITAL RESEARCH AND MANAGEMENT, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your KAUFMAN DOLOWICH,LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BPAS, CREATIVE PLAN DESIGNS, FUSION FAMILY WEALTH.
How to check your KAUFMAN DOLOWICH,LLP 401(k)
- Log in to CAPITAL RESEARCH AND MANAGEMENT’s participant portal (the site on your statements).
- Ask KAUFMAN DOLOWICH,LLP 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).