What public Form 5500 filings show about the Primitives by Kathy, Inc. 401(k) plan — and how to find and check your own account.
Primitives by Kathy, Inc. (EIN 23-3000388) reports PRIMITIVES BY KATHY 401(K) PLAN on its most recent Form 5500, with $5.9M in plan assets across 92 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 Primitives by Kathy, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is PRINCIPAL INSURANCE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Primitives by Kathy, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONNECTCARE3, STIFEL NICOLAUS &, FNL INSURANCE GROUP FRANK N LOTMA, BENECON GROUP, CAPITAL BLUECROSS.
