What public Form 5500 filings show about the Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k) plan — and how to find and check your own account.
Baker Donelson Bearman Caldwell & Berkowitz P.C. (EIN 62-1047356) reports BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $627.6M in plan assets across 1,160 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 Baker Donelson Bearman Caldwell & Berkowitz P.C. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, WAVERLY ADVISORS, EUDAIMONIA ADVISORS, LBMC INVESTMENT ADVISORS, BUCKINGHAM STRATEGIC PARTNERS, AXXCESS WEALTH MANAGEMENT.
