BENEFITS BROKERAGE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the BENEFITS BROKERAGE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The BENEFITS BROKERAGE AGENCY, INC. 401(k) on its latest Form 5500
BENEFITS BROKERAGE AGENCY, INC. (EIN 31-1285233) reports BENEFITS BROKERAGE AGENCY INC SAFE HARBOR 401K PLAN on its most recent Form 5500, with $440K in plan assets across 4 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 BENEFITS BROKERAGE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the BENEFITS BROKERAGE AGENCY, INC. 401(k)?
BENEFITS BROKERAGE AGENCY, 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 BENEFITS BROKERAGE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your BENEFITS BROKERAGE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BENEFITS BROKERAGE AGENCY, 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).