BROOKE BOLTZ, P.A. 401(k) Plan
What public Form 5500 filings show about the BROOKE BOLTZ, P.A. 401(k) plan — and how to find and check your own account.
The BROOKE BOLTZ, P.A. 401(k) on its latest Form 5500
BROOKE BOLTZ, P.A. (EIN 82-3091417) reports BROOKE BOLTZ, P.A. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $284K in plan assets across 11 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 BROOKE BOLTZ, P.A. filing — schedules, fees, and providers.
Who runs the BROOKE BOLTZ, P.A. 401(k)?
BROOKE BOLTZ, P.A.’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 BROOKE BOLTZ, P.A.HR for the recordkeeper’s name and login.
How to check your BROOKE BOLTZ, P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BROOKE BOLTZ, P.A. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).