BEECH BROOK 401(k) Plan
What public Form 5500 filings show about the BEECH BROOK 401(k) plan — and how to find and check your own account.
The BEECH BROOK 401(k) on its latest Form 5500
BEECH BROOK (EIN 34-0714597) reports BEECH BROOK RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $13.3M in plan assets across 153 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 BEECH BROOK filing — schedules, fees, and providers.
Who runs the BEECH BROOK 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BEECH BROOK 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
How to check your BEECH BROOK 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask BEECH BROOK 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).