What public Form 5500 filings show about the Kennerman Associates Inc. DBA Kershner Grosso & Co. 401(k) plan — and how to find and check your own account.
Kennerman Associates Inc. DBA Kershner Grosso & Co. (EIN 14-1609711) reports KERSHNER GROSSO & CO. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.6M 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 Kennerman Associates Inc. DBA Kershner Grosso & Co. filing — schedules, fees, and providers.
Kennerman Associates Inc. DBA Kershner Grosso & Co.’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 Kennerman Associates Inc. DBA Kershner Grosso & Co.HR for the recordkeeper’s name and login.