What public Form 5500 filings show about the Kovitz Investment Group Partners, LLC 401(k) plan — and how to find and check your own account.
Kovitz Investment Group Partners, LLC (EIN 47-5657416) reports KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREMENT PLAN on its most recent Form 5500, with $70.4M in plan assets across 390 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 Kovitz Investment Group Partners, LLC filing — schedules, fees, and providers.
Kovitz Investment Group Partners, LLC’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 Kovitz Investment Group Partners, LLCHR for the recordkeeper’s name and login.
