BALSAM BRANDS INC. 401(k) Plan
What public Form 5500 filings show about the BALSAM BRANDS INC. 401(k) plan — and how to find and check your own account.
The BALSAM BRANDS INC. 401(k) on its latest Form 5500
BALSAM BRANDS INC. (EIN 47-3255205) reports BALSAM BRANDS INC. RETIREMENT TRUST on its most recent Form 5500, with $22.0M in plan assets across 180 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 BALSAM BRANDS INC. filing — schedules, fees, and providers.
Who runs the BALSAM BRANDS 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BALSAM BRANDS INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
How to check your BALSAM BRANDS INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask BALSAM BRANDS 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).