What public Form 5500 filings show about the Klingbeil Capital Management, Ltd. 401(k) plan — and how to find and check your own account.
Klingbeil Capital Management, Ltd. (EIN 94-3397989) reports KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $21.0M in plan assets across 192 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 Klingbeil Capital Management, Ltd. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Klingbeil Capital Management, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, PROACCOUNT, APS - PENTEGRA, NATIONWIDE LIFE INSURANCE, IRON FIDUCIARY.
