KOHN PEDERSEN FOX ASSOCIATES, P.C. 401(k) Plan
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.
The KOHN PEDERSEN FOX ASSOCIATES, P.C. 401(k) on its latest Form 5500
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.
Who runs the KOHN PEDERSEN FOX ASSOCIATES, P.C. 401(k)?
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.
How to check your KOHN PEDERSEN FOX ASSOCIATES, P.C. 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask KOHN PEDERSEN FOX ASSOCIATES, P.C. 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).