What public Form 5500 filings show about the Brook & Whittle Limited 401(k) plan — and how to find and check your own account.
Brook & Whittle Limited (EIN 06-1452909) reports BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $91.9M in plan assets across 1,795 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 Brook & Whittle Limited 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Brook & Whittle Limited 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ORENDA RETIREMENT, ALERA INVESTMENT ADVISORS.
