What public Form 5500 filings show about the Brason Investment Group, LLC. 401(k) plan — and how to find and check your own account.
Brason Investment Group, LLC. (EIN 26-4033880) reports BRASON INVESTMENT GROUP, LLC 401(K) PLAN on its most recent Form 5500, with $1.8M in plan assets across 2 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 Brason Investment Group, LLC. filing — schedules, fees, and providers.
Brason Investment Group, 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 Brason Investment Group, LLC.HR for the recordkeeper’s name and login.
