Pettit KOHN Ingrassia LUTZ & Dolin PC 401(k) Plan
What public Form 5500 filings show about the Pettit KOHN Ingrassia LUTZ & Dolin PC 401(k) plan — and how to find and check your own account.
The Pettit KOHN Ingrassia LUTZ & Dolin PC 401(k) on its latest Form 5500
Pettit KOHN Ingrassia LUTZ & Dolin PC (EIN 56-2564085) reports PETTIT KOHN INGRASSIA LUTZ & DOLIN PC 401K PLAN on its most recent Form 5500, with $15.3M in plan assets across 129 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 Pettit KOHN Ingrassia LUTZ & Dolin PC filing — schedules, fees, and providers.
Who runs the Pettit KOHN Ingrassia LUTZ & Dolin PC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pettit KOHN Ingrassia LUTZ & Dolin PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST.
How to check your Pettit KOHN Ingrassia LUTZ & Dolin PC 401(k)
- Log in to OneAmerica’s participant portal (the site on your statements).
- Ask Pettit KOHN Ingrassia LUTZ & Dolin PC 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).