Bristol Wealth Management Group Inc. 401(k) Plan
What public Form 5500 filings show about the Bristol Wealth Management Group Inc. 401(k) plan — and how to find and check your own account.
The Bristol Wealth Management Group Inc. 401(k) on its latest Form 5500
Bristol Wealth Management Group Inc. (EIN 27-5107418) reports BRISTOL WEALTH MANAGEMENT GROUP401K on its most recent Form 5500, with $95K in plan assets across 3 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 Bristol Wealth Management Group Inc. filing — schedules, fees, and providers.
Who runs the Bristol Wealth Management Group Inc. 401(k)?
Bristol Wealth Management 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 Bristol Wealth Management Group Inc.HR for the recordkeeper’s name and login.
How to check your Bristol Wealth Management Group Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Bristol Wealth Management Group 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).