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My corporation employs 35 people. A company called ADP does our payroll services. They also manage a 401K plan which has a company match. I have been asking since the 401K plan began in January 2000 for a transaction report for my personal 401K contributions (i.e. #of mutual fund units purchased at what price on what date). I have been told that they have that data, but that they do not have the capability and/or willingness to provide this information to me. They will only tell me how many total mutual fund units my account has acquired and what the current value is.

I'm assuming that I am entitled to have a transaction history report to at least ensure that the proper amounts are being applied to my personal account. I also have minor concerns that I may be held responsible as the owner of the corporation if ADP makes a mistake.

Has anyone had a similar experience? Does anyone know of any government agency which may be able to force ADP to release the information to me? Am I being unreasonable to ask for a transaction report? Thanks.
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