Kivell, Rayment and Francis, P.C. 401(k) Plan

The Kivell, Rayment and Francis, P.C. 401(k) on its latest Form 5500

Kivell, Rayment and Francis, P.C. (EIN 73-1380232) reports KIVELL, RAYMENT AND FRANCIS 401(K) PLAN on its most recent Form 5500, with $9.2M in plan assets across 15 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 Kivell, Rayment and Francis, P.C. filing — schedules, fees, and providers.

Who runs the Kivell, Rayment and Francis, P.C. 401(k)?

Kivell, Rayment and Francis, P.C.’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 Kivell, Rayment and Francis, P.C.HR for the recordkeeper’s name and login.

How to check your Kivell, Rayment and Francis, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Kivell, Rayment and Francis, P.C. 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).