What public Form 5500 filings show about the Work Well With KATE LLC 401(k) plan — and how to find and check your own account.
Work Well With KATE LLC (EIN 83-3442859) reports WORK WELL WITH KATE 401(K) PLAN on its most recent Form 5500, with $257K in plan assets across 1 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 Work Well With KATE LLC filing — schedules, fees, and providers.
Work Well With KATE LLC’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 Work Well With KATE LLCHR for the recordkeeper’s name and login.
