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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

BECKWITH FINANCIAL SERVICES, INC. 401(k) Plan

What public Form 5500 filings show about the BECKWITH FINANCIAL SERVICES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$115K
Participants
5
Plans on file
1

The BECKWITH FINANCIAL SERVICES, INC. 401(k) on its latest Form 5500

BECKWITH FINANCIAL SERVICES, INC. (EIN 38-2908415) reports BECKWITH FINANCIAL SERVICES 401(K) PLAN on its most recent Form 5500, with $115K in plan assets across 5 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 BECKWITH FINANCIAL SERVICES, INC. filing — schedules, fees, and providers.

Who runs the BECKWITH FINANCIAL SERVICES, INC. 401(k)?

BECKWITH FINANCIAL SERVICES, 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 BECKWITH FINANCIAL SERVICES, INC.HR for the recordkeeper’s name and login.

How to check your BECKWITH FINANCIAL SERVICES, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask BECKWITH FINANCIAL SERVICES, 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).
More on this employer: BECKWITH FINANCIAL SERVICES, INC. — all Form 5500 filings (EIN 38-2908415) · Michigan employer EIN lookup · Form 5500 search
BECKWITH FINANCIAL SERVICES, INC. 401(k) Plan — Form 5500