What public Form 5500 filings show about the Broadview Investments, LLC 401(k) plan — and how to find and check your own account.
Broadview Investments, LLC (EIN 20-2971461) reports PHARMA TECH INDUSTRIES 401(K) PLAN on its most recent Form 5500, with $9.6M in plan assets across 188 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 Broadview Investments, LLC 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Broadview Investments, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, ASCENSUS, EMPOWER.
