BRADLEY CALDWELL, INC. 401(k) Plan
What public Form 5500 filings show about the BRADLEY CALDWELL, INC. 401(k) plan — and how to find and check your own account.
The BRADLEY CALDWELL, INC. 401(k) on its latest Form 5500
BRADLEY CALDWELL, INC. (EIN 21-0698772) reports BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $30.1M in plan assets across 384 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 BRADLEY CALDWELL, INC. filing — schedules, fees, and providers.
Who runs the BRADLEY CALDWELL, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BRADLEY CALDWELL, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STERLING INVESTMENT ADVISORS.
How to check your BRADLEY CALDWELL, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask BRADLEY CALDWELL, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).