What public Form 5500 filings show about the Behrens and Associates Inc. 401(k) plan — and how to find and check your own account.
Behrens and Associates Inc. (EIN 95-4460624) reports BEHRENS AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $7.8M in plan assets across 112 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 Behrens and Associates Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Behrens and Associates Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INTEGRITY FINANCIAL.
