What public Form 5500 filings show about the Berkeley Stone Forex LLC 401(k) plan — and how to find and check your own account.
Berkeley Stone Forex LLC (EIN 27-4455887) reports BERKELEY STONE FOREX LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $1.3M 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 Berkeley Stone Forex LLC filing — schedules, fees, and providers.
Berkeley Stone Forex LLC’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 Stone Forex LLCHR for the recordkeeper’s name and login.
