What public Form 5500 filings show about the KOHN Pedersen Fox Associates, P.C. 401(k) plan — and how to find and check your own account.
KOHN Pedersen Fox Associates, P.C. (EIN 13-2862504) reports KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $104.9M in plan assets across 389 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 KOHN Pedersen Fox Associates, P.C. 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your KOHN Pedersen Fox Associates, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH & LIFE INSURANCE COMPA, EVERNORTH CARE SOLUTIONS.
