What public Form 5500 filings show about the Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co. 401(k) plan — and how to find and check your own account.
Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co. (EIN 23-1682016) reports WM. E. HOWE & CO. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $1.4M in plan assets across 12 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 Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co. filing — schedules, fees, and providers.
Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & 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 Berkowitz Rubillo Mihaich & Chizauskie PTR, William E. HOWE & Co.HR for the recordkeeper’s name and login.
