PLUNKETT COONEY, P.C. 401(k) Plan
What public Form 5500 filings show about the PLUNKETT COONEY, P.C. 401(k) plan — and how to find and check your own account.
The PLUNKETT COONEY, P.C. 401(k) on its latest Form 5500
PLUNKETT COONEY, P.C. (EIN 38-1896842) reports PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN on its most recent Form 5500, with $97.5M in plan assets across 205 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 PLUNKETT COONEY, P.C. filing — schedules, fees, and providers.
Who runs the PLUNKETT COONEY, P.C. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PLUNKETT COONEY, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PLANNING ALTERNATIVES, SHUTTLEWORTH &, CBIZ INVESTMENT ADVISORY SERVI, WILLIAM BLAIR INVESTMENT MGMT, CHARLES SCHWAB & CO.
How to check your PLUNKETT COONEY, P.C. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask PLUNKETT COONEY, P.C. 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).