BARRETT FINANCIAL GROUP, L.L.C. 401(k) Plan
What public Form 5500 filings show about the BARRETT FINANCIAL GROUP, L.L.C. 401(k) plan — and how to find and check your own account.
The BARRETT FINANCIAL GROUP, L.L.C. 401(k) on its latest Form 5500
BARRETT FINANCIAL GROUP, L.L.C. (EIN 01-0628113) reports BARRETT FINANCIAL GROUP, L.L.C. 401K PLAN on its most recent Form 5500, with $7.2M in plan assets across 883 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 BARRETT FINANCIAL GROUP, L.L.C. filing — schedules, fees, and providers.
Who runs the BARRETT FINANCIAL GROUP, L.L.C. 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 BARRETT FINANCIAL GROUP, L.L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WATTS GWILLIAM & CO.
How to check your BARRETT FINANCIAL GROUP, L.L.C. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask BARRETT FINANCIAL GROUP, L.L.C. 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).