BEARING TREE, INC. 401(k) Plan
What public Form 5500 filings show about the BEARING TREE, INC. 401(k) plan — and how to find and check your own account.
The BEARING TREE, INC. 401(k) on its latest Form 5500
BEARING TREE, INC. (EIN 83-2543436) reports BEARING TREE, INC. 401(K) PLAN on its most recent Form 5500, with $6.8M in plan assets across 190 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 BEARING TREE, INC. filing — schedules, fees, and providers.
Who runs the BEARING TREE, INC. 401(k)?
BEARING TREE, INC.’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 BEARING TREE, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HESSEL & ASSOCIATES, MORNINGSTAR.
How to check your BEARING TREE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BEARING TREE, INC. 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).