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

BELLWETHER ASSET MANAGEMENT, INC. 401(k) Plan

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

Plan assets
$12.6M
Participants
213
Plans on file
1

The BELLWETHER ASSET MANAGEMENT, INC. 401(k) on its latest Form 5500

BELLWETHER ASSET MANAGEMENT, INC. (EIN 46-3831715) reports BELLWETHER ASSET MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $12.6M in plan assets across 213 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 BELLWETHER ASSET MANAGEMENT, INC. filing — schedules, fees, and providers.

Who runs the BELLWETHER ASSET MANAGEMENT, INC. 401(k)?

BELLWETHER ASSET MANAGEMENT, 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 BELLWETHER ASSET MANAGEMENT, INC.HR for the recordkeeper’s name and login.

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL.

How to check your BELLWETHER ASSET MANAGEMENT, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask BELLWETHER ASSET MANAGEMENT, 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: BELLWETHER ASSET MANAGEMENT, INC. — all Form 5500 filings (EIN 46-3831715) · California employer EIN lookup · Form 5500 search
BELLWETHER ASSET MANAGEMENT, INC. 401(k) Plan — Form 5500