What public Form 5500 filings show about the Kelly Garrett Kucera, PLLC 401(k) plan — and how to find and check your own account.
Kelly Garrett Kucera, PLLC (EIN 83-4337283) reports KELLY GARRETT KUCERA 401(K) PLAN on its most recent Form 5500, with $777K in plan assets across 6 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 Kelly Garrett Kucera, PLLC filing — schedules, fees, and providers.
Kelly Garrett Kucera, PLLC’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 Kelly Garrett Kucera, PLLCHR for the recordkeeper’s name and login.
