What public Form 5500 filings show about the Keeler Thomas Management LLC 401(k) plan — and how to find and check your own account.
Keeler Thomas Management LLC (EIN 81-4333737) reports RETIREMENT INCOME SECURITY PLAN-KEELER THOMAS on its most recent Form 5500, with $1.3M in plan assets across 8 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 Keeler Thomas Management LLC filing — schedules, fees, and providers.
Keeler Thomas Management LLC’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 Keeler Thomas Management LLCHR for the recordkeeper’s name and login.