Berkowitz Pollack Brant Advisors & CPAS, LLP 401(k) Plan

The Berkowitz Pollack Brant Advisors & CPAS, LLP 401(k) on its latest Form 5500

Berkowitz Pollack Brant Advisors & CPAS, LLP (EIN 59-2742314) reports BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN on its most recent Form 5500, with $56.9M in plan assets across 381 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 Pollack Brant Advisors & CPAS, LLP filing — schedules, fees, and providers.

Who runs the Berkowitz Pollack Brant Advisors & CPAS, LLP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Berkowitz Pollack Brant Advisors & CPAS, LLP 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.

How to check your Berkowitz Pollack Brant Advisors & CPAS, LLP 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Berkowitz Pollack Brant Advisors & CPAS, LLP 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).