What public Form 5500 filings show about the BRAD FATH, LLC 401(k) plan — and how to find and check your own account.
BRAD FATH, LLC (EIN 38-3441349) reports LERNER CSERNAI & FATH FINANCIAL GROUP 401(K) PLAN on its most recent Form 5500, with $3.5M in plan assets across 17 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 BRAD FATH, LLC filing — schedules, fees, and providers.
BRAD FATH, 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 BRAD FATH, LLCHR for the recordkeeper’s name and login.
