What public Form 5500 filings show about the Koeller Nebeker Carlson Haluck 401(k) plan — and how to find and check your own account.
Koeller Nebeker Carlson Haluck (EIN 33-0203014) reports KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN on its most recent Form 5500, with $28.1M in plan assets across 136 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 Koeller Nebeker Carlson Haluck 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Koeller Nebeker Carlson Haluck 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, ARCWOOD FINANCIAL.
