What public Form 5500 filings show about the Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. 401(k) plan — and how to find and check your own account.
Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. (EIN 34-1295659) reports KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., LPA. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $34.8M in plan assets across 109 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 Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): REA & ASSOCIATES, ONEDIGITAL INVESTMENT ADVISORS, CHARLES SCHWAB & CO.
