What public Form 5500 filings show about the Kyle Mathison Orchards, Inc. 401(k) plan — and how to find and check your own account.
Kyle Mathison Orchards, Inc. (EIN 91-1473671) reports KYLE MATHISON ORCHARDS, INC. 401(K) SAVINGS PLAN AND TRUST on its most recent Form 5500, with $7.0M in plan assets across 112 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 Kyle Mathison Orchards, Inc. 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kyle Mathison Orchards, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, BENEFITS2 ADMINISTRATORS.
