What public Form 5500 filings show about the Broadridge Financial Solutions, Inc. 401(k) plan — and how to find and check your own account.
Broadridge Financial Solutions, Inc. (EIN 33-1151291) reports BROADRIDGE FINANCIAL SOLUTIONS, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.9B in plan assets across 6,802 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 Broadridge Financial Solutions, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Broadridge Financial Solutions, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COHNREZNICK LLP, MORGAN LEWIS & BOCKIUS LLP.
