What public Form 5500 filings show about the Barbara E. Gerson 401(k) plan — and how to find and check your own account.
Barbara E. Gerson (EIN 13-3058417) reports BARBARA E. GERSON SELF-EMPLOYED INDIVIDUAL 401K/PROFIT SHARING PLAN VANGUARD-88038948305 on its most recent Form 5500, with $2.8M in plan assets across 1 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 Barbara E. Gerson filing — schedules, fees, and providers.
Barbara E. Gerson’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 Barbara E. GersonHR for the recordkeeper’s name and login.
