BERT Smith & Co., Inc. 401(k) Plan

The BERT Smith & Co., Inc. 401(k) on its latest Form 5500

BERT Smith & Co., Inc. (EIN 52-1094722) reports BERT SMITH, INC 401(K) PLAN on its most recent Form 5500, with $9.7M in plan assets across 37 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 Smith & Co., Inc. filing — schedules, fees, and providers.

Who runs the BERT Smith & Co., Inc. 401(k)?

BERT Smith & Co., 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 Smith & Co., Inc.HR for the recordkeeper’s name and login.

How to check your BERT Smith & Co., Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask BERT Smith & Co., 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).