Kegler, Brown, Hill & Ritter Co., L.P.A. 401(k) Plan

The Kegler, Brown, Hill & Ritter Co., L.P.A. 401(k) on its latest Form 5500

Kegler, Brown, Hill & Ritter Co., L.P.A. (EIN 31-1037466) reports KEGLER, BROWN, HILL & RITTER EMPLOYEES' 401(K) RETIREMENT PLAN on its most recent Form 5500, with $62.1M in plan assets across 108 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 Kegler, Brown, Hill & Ritter Co., L.P.A. filing — schedules, fees, and providers.

Who runs the Kegler, Brown, Hill & Ritter Co., L.P.A. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kegler, Brown, Hill & Ritter Co., L.P.A. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EVERHART FINANCIAL GROUP.

How to check your Kegler, Brown, Hill & Ritter Co., L.P.A. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Kegler, Brown, Hill & Ritter Co., L.P.A. 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).