BADER RUTTER & ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the BADER RUTTER & ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The BADER RUTTER & ASSOCIATES, INC. 401(k) on its latest Form 5500
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.
Who runs the BADER RUTTER & ASSOCIATES, INC. 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 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): ANNEX WEALTH MANAGEMENT, REILLY PENNER & BENTON LLP.
How to check your BADER RUTTER & ASSOCIATES, INC. 401(k)
- Log in to Lincoln Financial’s participant portal (the site on your statements).
- Ask BADER RUTTER & ASSOCIATES, INC. 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).