What public Form 5500 filings show about the Berkeley Endowment Management Co. 401(k) plan — and how to find and check your own account.
Berkeley Endowment Management Co. (EIN 27-0652636) reports BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN on its most recent Form 5500, with $4.7M in plan assets across 7 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 Berkeley Endowment Management Co. filing — schedules, fees, and providers.
Berkeley Endowment Management Co.’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 Berkeley Endowment Management Co.HR for the recordkeeper’s name and login.
