What public Form 5500 filings show about the Brennan Financial Group Inc. 401(k) plan — and how to find and check your own account.
Brennan Financial Group Inc. (EIN 26-0481836) reports BRENNAN FINANCIAL GROUP INC. 401(K) PLAN on its most recent Form 5500, with $13K 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 Brennan Financial Group Inc. filing — schedules, fees, and providers.
Brennan Financial Group Inc.’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 Brennan Financial Group Inc.HR for the recordkeeper’s name and login.
