What public Form 5500 filings show about the Berkel & Company Contractors, Inc. 401(k) plan — and how to find and check your own account.
Berkel & Company Contractors, Inc. (EIN 48-0650969) reports BERKEL & COMPANY CONTRACTORS, INC. DEFERRED WAGE RETIREMENT TRUST on its most recent Form 5500, with $35.5M in plan assets across 422 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 Berkel & Company Contractors, 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 NORTH AMERICAN K-TRADE ALLIANCE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Berkel & Company Contractors, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INSURANCE CO, PRINCIPAL, STERN BROTHERS, BANK OF LABOR TRUST DIVISION, DEMARS PENSION CONSULTING SVCS, BANK OF LABOR.
