Pepping, BALK, Kincaid & Olson, Ltd. 401(k) Plan

The Pepping, BALK, Kincaid & Olson, Ltd. 401(k) on its latest Form 5500

Pepping, BALK, Kincaid & Olson, Ltd. (EIN 36-2729830) reports PEPPING, BALK, KINCAID & OLSON, LTD. RESTATED 401(K) PLAN on its most recent Form 5500, with $3.3M in plan assets across 11 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 Pepping, BALK, Kincaid & Olson, Ltd. filing — schedules, fees, and providers.

Who runs the Pepping, BALK, Kincaid & Olson, Ltd. 401(k)?

Pepping, BALK, Kincaid & Olson, Ltd.’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 Pepping, BALK, Kincaid & Olson, Ltd.HR for the recordkeeper’s name and login.

How to check your Pepping, BALK, Kincaid & Olson, Ltd. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Pepping, BALK, Kincaid & Olson, Ltd. 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).