What public Form 5500 filings show about the B & D Plumbing, Heating and Air Conditioning, Inc. 401(k) plan — and how to find and check your own account.
B & D Plumbing, Heating and Air Conditioning, Inc. (EIN 41-2000947) reports B & D PLUMBING, HEATING & AIR CONDITIONING, INC. PROFIT SHARING/401(K) PLAN AND TRUST on its most recent Form 5500, with $11.8M in plan assets across 140 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 B & D Plumbing, Heating and Air Conditioning, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your B & D Plumbing, Heating and Air Conditioning, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERIPRISE FINANCIAL SERVICES, THORSEN BREIDINGER & NOVAK PA.
