What public Form 5500 filings show about the Bader Rutter & Associates, Inc. 401(k) plan — and how to find and check your own account.
Bader Rutter & Associates, Inc. (EIN 39-1184935) reports BADER RUTTER RETIREMENT PLAN on its most recent Form 5500, with $35.4M in plan assets across 164 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 Bader Rutter & Associates, 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Bader Rutter & Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): REILLY PENNER & BENTON LLP, ANNEX WEALTH MANAGEMENT.
