What public Form 5500 filings show about the Kenerson Associates, Inc. 401(k) plan — and how to find and check your own account.
Kenerson Associates, Inc. (EIN 04-3138564) reports TRIFECTA 401(K) MEP AS ADOPTED KENERSON ASSOCIATES, INC. on its most recent Form 5500, with $2.3M in plan assets across 14 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 Kenerson Associates, Inc. filing — schedules, fees, and providers.
Kenerson Associates, Inc.’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 Kenerson Associates, Inc.HR for the recordkeeper’s name and login.
