What public Form 5500 filings show about the BROE Management Company, LLC d/b/a/ the BROE Group 401(k) plan — and how to find and check your own account.
BROE Management Company, LLC d/b/a/ the BROE Group (EIN 84-1568327) reports THE BROE GROUP 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $50.3M in plan assets across 581 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 BROE Management Company, LLC d/b/a/ the BROE Group 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 BROE Management Company, LLC d/b/a/ the BROE Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BROCK AND CPAS P C, COOK STREET CONSULTING, MORGAN STANLEY CAPITAL MANAGEMENT.
