What public Form 5500 filings show about the Barasch & McGarry, PC DBA Barasch McGarry Salzman & Penson 401(k) plan — and how to find and check your own account.
Barasch & McGarry, PC DBA Barasch McGarry Salzman & Penson (EIN 13-3806401) reports BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $19.3M in plan assets across 206 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 Barasch & McGarry, PC DBA Barasch McGarry Salzman & Penson filing — schedules, fees, and providers.
Barasch & McGarry, PC DBA Barasch McGarry Salzman & Penson’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Barasch & McGarry, PC DBA Barasch McGarry Salzman & PensonHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PCS RETIREMENT, EDELMAN FINANCIAL ENGINES.
