What public Form 5500 filings show about the Balsam Brands Inc. 401(k) plan — and how to find and check your own account.
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.
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.
