KWAL and Oliva, P.A. 401(k) Plan
What public Form 5500 filings show about the KWAL and Oliva, P.A. 401(k) plan — and how to find and check your own account.
The KWAL and Oliva, P.A. 401(k) on its latest Form 5500
KWAL and Oliva, P.A. (EIN 59-2110949) reports KWAL & OLIVA, P.A. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $11.6M in plan assets across 7 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 KWAL and Oliva, P.A. filing — schedules, fees, and providers.
Who runs the KWAL and Oliva, P.A. 401(k)?
KWAL and Oliva, P.A.’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 KWAL and Oliva, P.A.HR for the recordkeeper’s name and login.
How to check your KWAL and Oliva, P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KWAL and Oliva, P.A. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).