What public Form 5500 filings show about the Brooks & Brooks Services 401(k) plan — and how to find and check your own account.
Brooks & Brooks Services (EIN 38-3681760) reports BROOKS & BROOKS 401(K)/PSP on its most recent Form 5500, with $937K in plan assets across 48 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 & Brooks Services filing — schedules, fees, and providers.
Brooks & Brooks Services’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 & Brooks ServicesHR for the recordkeeper’s name and login.
