What public Form 5500 filings show about the Kaufman Friedman Plotnicki & GRUN, LLP 401(k) plan — and how to find and check your own account.
Kaufman Friedman Plotnicki & GRUN, LLP (EIN 13-3807388) reports KAUFMAN FRIEDMAN PLOTNICKI & GRUN, LLP PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $12.9M in plan assets across 9 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 Friedman Plotnicki & GRUN, LLP filing — schedules, fees, and providers.
Kaufman Friedman Plotnicki & GRUN, LLP’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 Kaufman Friedman Plotnicki & GRUN, LLPHR for the recordkeeper’s name and login.