What public Form 5500 filings show about the Kaufman Dolowich,LLP 401(k) plan — and how to find and check your own account.
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.
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.
