What public Form 5500 filings show about the KBI Custom Case, Inc. 401(k) plan — and how to find and check your own account.
KBI Custom Case, Inc. (EIN 36-4045910) reports CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY KBI CUSTOM CASE, INC. on its most recent Form 5500, with $616K in plan assets across 17 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 KBI Custom Case, Inc. filing — schedules, fees, and providers.
KBI Custom Case, 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 KBI Custom Case, Inc.HR for the recordkeeper’s name and login.