What public Form 5500 filings show about the Boothe Investment Group, Inc. 401(k) plan — and how to find and check your own account.
Boothe Investment Group, Inc. (EIN 20-3031686) reports BOOTHE INVESTMENT GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $566K in plan assets across 6 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 Boothe Investment Group, Inc. filing — schedules, fees, and providers.
Boothe Investment Group, 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 Boothe Investment Group, Inc.HR for the recordkeeper’s name and login.
