What public Form 5500 filings show about the Bourque Clegg Causey & Morin LLC 401(k) plan — and how to find and check your own account.
Bourque Clegg Causey & Morin LLC (EIN 20-0496957) reports BCCM 401(K) PLAN on its most recent Form 5500, with $2.2M in plan assets across 7 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 Bourque Clegg Causey & Morin LLC filing — schedules, fees, and providers.
Bourque Clegg Causey & Morin 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 Bourque Clegg Causey & Morin LLCHR for the recordkeeper’s name and login.