KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(k) Plan
What public Form 5500 filings show about the KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(k) plan — and how to find and check your own account.
The KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(k) on its latest Form 5500
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.
Who runs the KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(k)?
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.
How to check your KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(k)
- Log in to Nationwide’s participant portal (the site on your statements).
- Ask KLINGBEIL CAPITAL MANAGEMENT, LTD. 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).