What public Form 5500 filings show about the Binah Management Services 401(k) plan — and how to find and check your own account.
Binah Management Services (EIN 81-5017119) reports PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $13.5M in plan assets across 115 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 Binah Management Services filing — schedules, fees, and providers.
Binah Management Services’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 Binah Management ServicesHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CPI QUALIFIED PLAN CONSULTANT.
