What public Form 5500 filings show about the Kettle Moraine Heating & Air Conditioning, LLC 401(k) plan — and how to find and check your own account.
Kettle Moraine Heating & Air Conditioning, LLC (EIN 01-0858492) reports KETTLE MORAINE HEATING & AIR CONDITIONING LLC 401(K) RETIREMENT PLAN on its most recent Form 5500, with $2.3M in plan assets across 142 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 Kettle Moraine Heating & Air Conditioning, LLC filing — schedules, fees, and providers.
Kettle Moraine Heating & Air Conditioning, LLC’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 Kettle Moraine Heating & Air Conditioning, LLCHR for the recordkeeper’s name and login.