What public Form 5500 filings show about the Zuger, Kirmis & Smith 401(k) plan — and how to find and check your own account.
Zuger, Kirmis & Smith (EIN 45-0308106) reports ZUGER, KIRMIS & SMITH PROFIT SHARING PLAN on its most recent Form 5500, with $1.4M in plan assets across 6 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 Zuger, Kirmis & Smith filing — schedules, fees, and providers.
Zuger, Kirmis & Smith’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 Zuger, Kirmis & SmithHR for the recordkeeper’s name and login.
