What public Form 5500 filings show about the Klingberg Comprehensive Program Services, Inc. 401(k) plan — and how to find and check your own account.
Klingberg Comprehensive Program Services, Inc. (EIN 06-0688316) reports KLINGBERG COMPREHENSIVE PROGRAM SERVICES INC. 401(K) THRIFT PLAN on its most recent Form 5500, with $15.4M in plan assets across 281 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 Klingberg Comprehensive Program Services, Inc. filing — schedules, fees, and providers.
Klingberg Comprehensive Program Services, 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 Klingberg Comprehensive Program Services, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI ADVISORS, USI CONSULTING GROUP, CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO.