AUNT Bertha, a Public Benefit Corporation 401(k) Plan

The AUNT Bertha, a Public Benefit Corporation 401(k) on its latest Form 5500

AUNT Bertha, a Public Benefit Corporation (EIN 27-3354421) reports AUNT BERTHA 401(K) PLAN on its most recent Form 5500, with $7.8M in plan assets across 199 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 AUNT Bertha, a Public Benefit Corporation filing — schedules, fees, and providers.

Who runs the AUNT Bertha, a Public Benefit Corporation 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Guideline, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AUNT Bertha, a Public Benefit Corporation 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT TRUST.

How to check your AUNT Bertha, a Public Benefit Corporation 401(k)

• Log in to Guideline’s participant portal (the site on your statements).
• Ask AUNT Bertha, a Public Benefit Corporation HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).