What public Form 5500 filings show about the Black Brook Wealth Advisors 401(k) plan — and how to find and check your own account.
Black Brook Wealth Advisors (EIN 83-2815777) reports BLACK BROOK WEALTH ADVISORS 401(K) PLAN on its most recent Form 5500, with $2.7M 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 Black Brook Wealth Advisors filing — schedules, fees, and providers.
Black Brook Wealth Advisors’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 Black Brook Wealth AdvisorsHR for the recordkeeper’s name and login.
