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BATES WHITE, LLC. 401(k) Plan

What public Form 5500 filings show about the BATES WHITE, LLC. 401(k) plan — and how to find and check your own account.

Plan assets
$126.0M
Participants
363
Plans on file
1

The BATES WHITE, LLC. 401(k) on its latest Form 5500

BATES WHITE, LLC. (EIN 52-2183096) reports BATES WHITE, LLC 401(K) PLAN on its most recent Form 5500, with $126.0M in plan assets across 363 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 BATES WHITE, LLC. filing — schedules, fees, and providers.

Who runs the BATES WHITE, LLC. 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 BATES WHITE, LLC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.

How to check your BATES WHITE, LLC. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask BATES WHITE, LLC. 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).
More on this employer: BATES WHITE, LLC. — all Form 5500 filings (EIN 52-2183096) · District of Columbia employer EIN lookup · Form 5500 search
BATES WHITE, LLC. 401(k) Plan — Form 5500