What public Form 5500 filings show about the Kovitz Shifrin Nesbit, a Professional Corporation 401(k) plan — and how to find and check your own account.
Kovitz Shifrin Nesbit, a Professional Corporation (EIN 36-3228475) reports KOVITZ SHIFRIN NESBIT 401(K) PLAN & TRUST on its most recent Form 5500, with $18.2M in plan assets across 130 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 Shifrin Nesbit, a Professional Corporation filing — schedules, fees, and providers.
Kovitz Shifrin Nesbit, a Professional Corporation’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 Shifrin Nesbit, a Professional CorporationHR for the recordkeeper’s name and login.
