What public Form 5500 filings show about the The Keffer Company 401(k) plan — and how to find and check your own account.
The Keffer Company (EIN 20-0510889) reports THE KEFFER COMPANY RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $35.0M in plan assets across 1,050 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 The Keffer Company 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, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Keffer Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, BDO USA P C, WILSHIRE ADVISORS, FORVIS LLP.
