What public Form 5500 filings show about the Brodie Generational Capital PART 401(k) plan — and how to find and check your own account.
Brodie Generational Capital PART (EIN 87-3852791) reports BRODIE GENERATIONAL CAPITAL PARTNERS 401(K) PLAN on its most recent Form 5500, with $2.3M in plan assets across 20 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 Brodie Generational Capital PART filing — schedules, fees, and providers.
Brodie Generational Capital PART’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 Brodie Generational Capital PARTHR for the recordkeeper’s name and login.
