What public Form 5500 filings show about the KMS Solutions, LLC 401(k) plan — and how to find and check your own account.
KMS Solutions, LLC (EIN 20-3334052) reports KMS SOLUTIONS, LLC 401(K) PLAN on its most recent Form 5500, with $21.1M in plan assets across 271 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 KMS Solutions, LLC 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your KMS Solutions, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES & ASSOCIATES.
