What public Form 5500 filings show about the Kurtz, Connor, Browning&Phillips, L 401(k) plan — and how to find and check your own account.
Kurtz, Connor, Browning&Phillips, L (EIN 81-0629586) reports KURTZ, CONNOR, BROWNING & PHILLIPS, LLC 401(K) PROFIT-SHARING PLAN on its most recent Form 5500, with $7.6M in plan assets across 9 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 Kurtz, Connor, Browning&Phillips, L filing — schedules, fees, and providers.
Kurtz, Connor, Browning&Phillips, L’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 Kurtz, Connor, Browning&Phillips, LHR for the recordkeeper’s name and login.
