What public Form 5500 filings show about the Kjellstrom and Lee, Inc. 401(k) plan — and how to find and check your own account.
Kjellstrom and Lee, Inc. (EIN 06-1081341) reports KJELLSTROM AND LEE, INC. 401(K) PLAN on its most recent Form 5500, with $16.9M in plan assets across 87 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 Kjellstrom and Lee, Inc. filing — schedules, fees, and providers.
Kjellstrom and Lee, 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 Kjellstrom and Lee, Inc.HR for the recordkeeper’s name and login.
