What public Form 5500 filings show about the Brecher, Wyner, Simons, Fox & Bolan 401(k) plan — and how to find and check your own account.
Brecher, Wyner, Simons, Fox & Bolan (EIN 04-3358517) reports BRECHER, WYNER, SIMONS, FOX & BOLAN, P.C. PROFIT SHARING PLAN on its most recent Form 5500, with $2.4M in plan assets across 9 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 Brecher, Wyner, Simons, Fox & Bolan filing — schedules, fees, and providers.
Brecher, Wyner, Simons, Fox & Bolan’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 Brecher, Wyner, Simons, Fox & BolanHR for the recordkeeper’s name and login.
