RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION 401(k) Plan
What public Form 5500 filings show about the RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION 401(k) plan — and how to find and check your own account.
The RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION 401(k) on its latest Form 5500
RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION (EIN 59-2089901) reports RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN on its most recent Form 5500, with $92.3M in plan assets across 173 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 RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION filing — schedules, fees, and providers.
Who runs the RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CERITY PARTNERS RETIREMENT PLAN, REHMANN, NATIONAL FINANCIAL SERVICES.
How to check your RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION 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).