What public Form 5500 filings show about the Berkowitz Cook Gondring Driskell & Drobeck, LLC 401(k) plan — and how to find and check your own account.
Berkowitz Cook Gondring Driskell & Drobeck, LLC (EIN 43-1505750) reports BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $2.2M in plan assets across 10 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 Berkowitz Cook Gondring Driskell & Drobeck, LLC filing — schedules, fees, and providers.
Berkowitz Cook Gondring Driskell & Drobeck, 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 Berkowitz Cook Gondring Driskell & Drobeck, LLCHR for the recordkeeper’s name and login.