What public Form 5500 filings show about the Koontz Bryant Johnson Williams, Inc. 401(k) plan — and how to find and check your own account.
Koontz Bryant Johnson Williams, Inc. (EIN 54-1558185) reports KOONTZ BRYANT JOHNSON WILLIAMS 401(K) PLAN on its most recent Form 5500, with $7.4M in plan assets across 126 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 Koontz Bryant Johnson Williams, Inc. 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Koontz Bryant Johnson Williams, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH RETIREMENT & BENEFIT.