What public Form 5500 filings show about the Kraftcpas PLLC 401(k) plan — and how to find and check your own account.
Kraftcpas PLLC (EIN 62-0713250) reports KRAFTCPAS PLLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $36.9M in plan assets across 210 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 Kraftcpas PLLC 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kraftcpas PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SCHWAB RETIREMENT PLAN SERVICES, MATRIX TRUST, NEWPORT TRUST.
