What public Form 5500 filings show about the Sussman KPA 401(k) plan — and how to find and check your own account.
Sussman KPA (EIN 20-2847656) reports MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $20 in plan assets across 0 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 Sussman KPA 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sussman KPA 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GELMAN & PELESH P C, CORNERSTONE.
