What public Form 5500 filings show about the Van NESS Feldman, LLP 401(k) plan — and how to find and check your own account.
Van NESS Feldman, LLP (EIN 52-1154904) reports VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN on its most recent Form 5500, with $85.3M in plan assets across 143 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 Van NESS Feldman, LLP filing — schedules, fees, and providers.
Van NESS Feldman, LLP’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 Van NESS Feldman, LLPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INS CO, HILB GROUP OF MARYLAND, CHARLES SCHWAB & CO, ADEPTUS PARTNERS.
