BERT BRETHERICK INSURANCE & FINANCIAL SE 401(k) Plan
What public Form 5500 filings show about the BERT BRETHERICK INSURANCE & FINANCIAL SE 401(k) plan — and how to find and check your own account.
The BERT BRETHERICK INSURANCE & FINANCIAL SE 401(k) on its latest Form 5500
BERT BRETHERICK INSURANCE & FINANCIAL SE (EIN 46-5594715) reports BERT BRETHERICK INSURANCE & FINANCIAL SE 401K PLAN on its most recent Form 5500, with $191K 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 BERT BRETHERICK INSURANCE & FINANCIAL SE filing — schedules, fees, and providers.
Who runs the BERT BRETHERICK INSURANCE & FINANCIAL SE 401(k)?
BERT BRETHERICK INSURANCE & FINANCIAL SE’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 BERT BRETHERICK INSURANCE & FINANCIAL SEHR for the recordkeeper’s name and login.
How to check your BERT BRETHERICK INSURANCE & FINANCIAL SE 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BERT BRETHERICK INSURANCE & FINANCIAL SE 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).