BERT REAMES INVESTMENT ADVISORS, INC. 401(k) Plan
What public Form 5500 filings show about the BERT REAMES INVESTMENT ADVISORS, INC. 401(k) plan — and how to find and check your own account.
The BERT REAMES INVESTMENT ADVISORS, INC. 401(k) on its latest Form 5500
BERT REAMES INVESTMENT ADVISORS, INC. (EIN 14-1931002) reports BERT REAMES INVESTMENT ADVISORS, INC. 401(K) PLAN on its most recent Form 5500, with $773K in plan assets across 3 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 REAMES INVESTMENT ADVISORS, INC. filing — schedules, fees, and providers.
Who runs the BERT REAMES INVESTMENT ADVISORS, INC. 401(k)?
BERT REAMES INVESTMENT ADVISORS, INC.’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 REAMES INVESTMENT ADVISORS, INC.HR for the recordkeeper’s name and login.
How to check your BERT REAMES INVESTMENT ADVISORS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BERT REAMES INVESTMENT ADVISORS, 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).
