What public Form 5500 filings show about the KBI Services, Inc. 401(k) plan — and how to find and check your own account.
KBI Services, Inc. (EIN 82-4301730) reports KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $20.7M in plan assets across 716 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 Services, Inc. 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your KBI Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSIONMARK FINANCIAL GROUP, ADP BROKER-DEALER.
