Bellingrath Wealth Management & Employee Benefit 401(k) Plan

The Bellingrath Wealth Management & Employee Benefit 401(k) on its latest Form 5500

Bellingrath Wealth Management & Employee Benefit (EIN 26-4702819) reports BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFITS 401(K) on its most recent Form 5500, with $658K in plan assets across 6 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 Bellingrath Wealth Management & Employee Benefit filing — schedules, fees, and providers.

Who runs the Bellingrath Wealth Management & Employee Benefit 401(k)?

Bellingrath Wealth Management & Employee Benefit’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 Bellingrath Wealth Management & Employee BenefitHR for the recordkeeper’s name and login.

How to check your Bellingrath Wealth Management & Employee Benefit 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Bellingrath Wealth Management & Employee Benefit 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).