What public Form 5500 filings show about the Keker, Van NEST & Peters LLP 401(k) plan — and how to find and check your own account.
Keker, Van NEST & Peters LLP (EIN 94-2789810) reports KEKER, VAN NEST & PETERS LLP RETIREMENT PLAN on its most recent Form 5500, with $118.5M in plan assets across 226 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 Keker, Van NEST & Peters LLP filing — schedules, fees, and providers.
Keker, Van NEST & Peters LLP’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 Keker, Van NEST & Peters LLPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MARIN FINANCIAL ADVISORS, OCTOBER THREE CONSULTING, CERITY PARTNERS, MILLIMAN, CHARLES SCHWAB & CO, COMYNS SMITH MCCLEARY & DEAVER LLP.
