NICHOLS CAULEY & ASSOCIATES, LLC 401(k) Plan
What public Form 5500 filings show about the NICHOLS CAULEY & ASSOCIATES, LLC 401(k) plan — and how to find and check your own account.
The NICHOLS CAULEY & ASSOCIATES, LLC 401(k) on its latest Form 5500
NICHOLS CAULEY & ASSOCIATES, LLC (EIN 58-2475857) reports NICHOLS CAULEY & ASSOCIATES LLC 401K on its most recent Form 5500, with $34.6M in plan assets across 204 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 NICHOLS CAULEY & ASSOCIATES, LLC filing — schedules, fees, and providers.
Who runs the NICHOLS CAULEY & ASSOCIATES, LLC 401(k)?
NICHOLS CAULEY & ASSOCIATES, LLC’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 NICHOLS CAULEY & ASSOCIATES, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADMIN AMERICA.
How to check your NICHOLS CAULEY & ASSOCIATES, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask NICHOLS CAULEY & ASSOCIATES, LLC 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).
