What public Form 5500 filings show about the Bragg Investment Company, Inc. 401(k) plan — and how to find and check your own account.
Bragg Investment Company, Inc. (EIN 95-3565032) reports BRAGG INVESTMENT COMPANY, INC. EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $85.9M in plan assets across 828 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 Bragg Investment Company, Inc. filing — schedules, fees, and providers.
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 Bragg Investment Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, NATIONAL FINANCIAL SERVICES.
