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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

THE KLEPPIN FIRM, P.A 401(k) Plan

What public Form 5500 filings show about the THE KLEPPIN FIRM, P.A 401(k) plan — and how to find and check your own account.

Plan assets
$1.5M
Participants
2
Plans on file
1

The THE KLEPPIN FIRM, P.A 401(k) on its latest Form 5500

THE KLEPPIN FIRM, P.A (EIN 85-3105739) reports THE KLEPPIN FIRM, P.A. RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $1.5M in plan assets across 2 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 KLEPPIN FIRM, P.A filing — schedules, fees, and providers.

Who runs the THE KLEPPIN FIRM, P.A 401(k)?

THE KLEPPIN FIRM, P.A’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask THE KLEPPIN FIRM, P.AHR for the recordkeeper’s name and login.

How to check your THE KLEPPIN FIRM, P.A 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE KLEPPIN FIRM, P.A 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).
More on this employer: THE KLEPPIN FIRM, P.A — all Form 5500 filings (EIN 85-3105739) · Florida employer EIN lookup · Form 5500 search
THE KLEPPIN FIRM, P.A 401(k) Plan — Form 5500