Beverly Grant, Inc. 401(k) Plan

The Beverly Grant, Inc. 401(k) on its latest Form 5500

Beverly Grant, Inc. (EIN 56-1445266) reports BEVERLY-GRANT, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $3.9M in plan assets across 38 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 Beverly Grant, Inc. filing — schedules, fees, and providers.

Who runs the Beverly Grant, Inc. 401(k)?

Beverly Grant, 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 Beverly Grant, Inc.HR for the recordkeeper’s name and login.

How to check your Beverly Grant, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Beverly Grant, 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).