KEENEY, WAITE & STEVENS, A.P.C. 401(k) Plan
What public Form 5500 filings show about the KEENEY, WAITE & STEVENS, A.P.C. 401(k) plan — and how to find and check your own account.
The KEENEY, WAITE & STEVENS, A.P.C. 401(k) on its latest Form 5500
KEENEY, WAITE & STEVENS, A.P.C. (EIN 33-0325295) reports KEENEY, WAITE & STEVENS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.2M in plan assets across 10 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 KEENEY, WAITE & STEVENS, A.P.C. filing — schedules, fees, and providers.
Who runs the KEENEY, WAITE & STEVENS, A.P.C. 401(k)?
KEENEY, WAITE & STEVENS, A.P.C.’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 KEENEY, WAITE & STEVENS, A.P.C.HR for the recordkeeper’s name and login.
How to check your KEENEY, WAITE & STEVENS, A.P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KEENEY, WAITE & STEVENS, A.P.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).