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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

KOSTELIC AND ASSOCIATES, PLLC 401(k) Plan

What public Form 5500 filings show about the KOSTELIC AND ASSOCIATES, PLLC 401(k) plan — and how to find and check your own account.

Plan assets
$141K
Participants
8
Plans on file
1

The KOSTELIC AND ASSOCIATES, PLLC 401(k) on its latest Form 5500

KOSTELIC AND ASSOCIATES, PLLC (EIN 83-1214148) reports KOSTELIC, PATEL & ASSOCIATES, P.L.L.C 401(K) PLAN on its most recent Form 5500, with $141K in plan assets across 8 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 KOSTELIC AND ASSOCIATES, PLLC filing — schedules, fees, and providers.

Who runs the KOSTELIC AND ASSOCIATES, PLLC 401(k)?

KOSTELIC AND ASSOCIATES, PLLC’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 KOSTELIC AND ASSOCIATES, PLLCHR for the recordkeeper’s name and login.

How to check your KOSTELIC AND ASSOCIATES, PLLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask KOSTELIC AND ASSOCIATES, PLLC 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).
More on this employer: KOSTELIC AND ASSOCIATES, PLLC — all Form 5500 filings (EIN 83-1214148) · North Carolina employer EIN lookup · Form 5500 search
KOSTELIC AND ASSOCIATES, PLLC 401(k) Plan — Form 5500