PKF O'CONNOR DAVIES, LLP 401(k) Plan
What public Form 5500 filings show about the PKF O'CONNOR DAVIES, LLP 401(k) plan — and how to find and check your own account.
The PKF O'CONNOR DAVIES, LLP 401(k) on its latest Form 5500
PKF O'CONNOR DAVIES, LLP (EIN 27-1728945) reports PKF O'CONNOR DAVIES, LLP 401(K) SAVINGS & RETIREMENT PLAN on its most recent Form 5500, with $272.6M in plan assets across 1,370 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 PKF O'CONNOR DAVIES, LLP filing — schedules, fees, and providers.
Who runs the PKF O'CONNOR DAVIES, LLP 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PKF O'CONNOR DAVIES, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, TRANSAMERICA RETIREMENT SOLUTIONS.
How to check your PKF O'CONNOR DAVIES, LLP 401(k)
- Log in to Ascensus’s participant portal (the site on your statements).
- Ask PKF O'CONNOR DAVIES, LLP 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).