BERMO, INC. 401(k) Plan
What public Form 5500 filings show about the BERMO, INC. 401(k) plan — and how to find and check your own account.
The BERMO, INC. 401(k) on its latest Form 5500
BERMO, INC. (EIN 41-0691155) reports BERMO, INC. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $14.0M in plan assets across 94 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 BERMO, INC. filing — schedules, fees, and providers.
Who runs the BERMO, INC. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BERMO, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI INSURANCE SERVICES, WILSHIRE ADVISORS, PRINCIPAL SECURITIES, TAX SHELTERED COMPENSATION.
How to check your BERMO, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask BERMO, INC. 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).