BROOKS AND ASSOCIATES, PLC 401(k) Plan
What public Form 5500 filings show about the BROOKS AND ASSOCIATES, PLC 401(k) plan — and how to find and check your own account.
The BROOKS AND ASSOCIATES, PLC 401(k) on its latest Form 5500
BROOKS AND ASSOCIATES, PLC (EIN 62-1663491) reports COLLABORATIVE RETIREMENT TRUST on its most recent Form 5500, with $237K in plan assets across 2 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 BROOKS AND ASSOCIATES, PLC filing — schedules, fees, and providers.
Who runs the BROOKS AND ASSOCIATES, PLC 401(k)?
BROOKS AND ASSOCIATES, PLC’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 BROOKS AND ASSOCIATES, PLCHR for the recordkeeper’s name and login.
How to check your BROOKS AND ASSOCIATES, PLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BROOKS AND ASSOCIATES, PLC 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).