Brian James Financial Services, Inc. 401(k) Plan
What public Form 5500 filings show about the Brian James Financial Services, Inc. 401(k) plan — and how to find and check your own account.
The Brian James Financial Services, Inc. 401(k) on its latest Form 5500
Brian James Financial Services, Inc. (EIN 47-1157111) reports BRIAN JAMES FINANCIAL SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $960K in plan assets across 4 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 Brian James Financial Services, Inc. filing — schedules, fees, and providers.
Who runs the Brian James Financial Services, Inc. 401(k)?
Brian James Financial Services, 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 Brian James Financial Services, Inc.HR for the recordkeeper’s name and login.
How to check your Brian James Financial Services, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Brian James Financial Services, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).