What public Form 5500 filings show about the Brandon BUSH Financial Services 401(k) plan — and how to find and check your own account.
Brandon BUSH Financial Services (EIN 81-0965714) reports BRANDON BUSH FINANCIAL SERVICES INC on its most recent Form 5500, with $252K in plan assets across 1 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 Brandon BUSH Financial Services filing — schedules, fees, and providers.
Brandon BUSH Financial Services’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 Brandon BUSH Financial ServicesHR for the recordkeeper’s name and login.
