What public Form 5500 filings show about the WITT/Kieffer Inc. 401(k) plan — and how to find and check your own account.
WITT/Kieffer Inc. (EIN 36-2919320) reports WITT/KIEFFER INC. SAVINGS & PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $91.9M in plan assets across 349 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 WITT/Kieffer Inc. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WITT/Kieffer Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RSM US LLP, FIDUCIENT ADVISORS, CHARLES SCHWAB & CO.
