KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN 401(k) Plan
What public Form 5500 filings show about the KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN 401(k) plan — and how to find and check your own account.
The KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN 401(k) on its latest Form 5500
KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN (EIN 81-3175588) reports PURCHASE FORD LINCOLN 401(K) PLAN on its most recent Form 5500, with $330K in plan assets across 37 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 KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN filing — schedules, fees, and providers.
Who runs the KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN 401(k)?
KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN’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 KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLNHR for the recordkeeper’s name and login.
How to check your KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN 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).