What public Form 5500 filings show about the Bogart Associates of Northern Virginia, LLC 401(k) plan — and how to find and check your own account.
Bogart Associates of Northern Virginia, LLC (EIN 43-2012065) reports BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN on its most recent Form 5500, with $48.2M in plan assets across 215 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 Bogart Associates of Northern Virginia, LLC filing — schedules, fees, and providers.
Bogart Associates of Northern Virginia, LLC’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 Bogart Associates of Northern Virginia, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GROVE POINT INVESTMENTS.
