What public Form 5500 filings show about the Becker Financial Services, Inc. DBA 401(k) plan — and how to find and check your own account.
Becker Financial Services, Inc. DBA (EIN 87-3892495) reports BECKER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $225K in plan assets across 4 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 Becker Financial Services, Inc. DBA filing — schedules, fees, and providers.
Becker Financial Services, Inc. DBA’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 Becker Financial Services, Inc. DBAHR for the recordkeeper’s name and login.
