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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

KEY CLIENT FIDUCIARY ADVISORS, INC. 401(k) Plan

What public Form 5500 filings show about the KEY CLIENT FIDUCIARY ADVISORS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$743K
Participants
2
Plans on file
1

The KEY CLIENT FIDUCIARY ADVISORS, INC. 401(k) on its latest Form 5500

KEY CLIENT FIDUCIARY ADVISORS, INC. (EIN 83-1354142) reports KEY CLIENT FIDUCIARY ADVISORS, INC. 401(K) PLAN on its most recent Form 5500, with $743K in plan assets across 2 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 KEY CLIENT FIDUCIARY ADVISORS, INC. filing — schedules, fees, and providers.

Who runs the KEY CLIENT FIDUCIARY ADVISORS, INC. 401(k)?

KEY CLIENT FIDUCIARY ADVISORS, 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 KEY CLIENT FIDUCIARY ADVISORS, INC.HR for the recordkeeper’s name and login.

How to check your KEY CLIENT FIDUCIARY ADVISORS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask KEY CLIENT FIDUCIARY ADVISORS, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: KEY CLIENT FIDUCIARY ADVISORS, INC. — all Form 5500 filings (EIN 83-1354142) · New Jersey employer EIN lookup · Form 5500 search
KEY CLIENT FIDUCIARY ADVISORS, INC. 401(k) Plan — Form 5500