What public Form 5500 filings show about the Brookwood Companies Incorporated 401(k) plan — and how to find and check your own account.
Brookwood Companies Incorporated (EIN 22-2958309) reports BROOKWOOD COMPANIES INC. TAX FAVORED SAVINGS PLAN on its most recent Form 5500, with $40.0M in plan assets across 208 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 Brookwood Companies Incorporated filing — schedules, fees, and providers.
Brookwood Companies Incorporated’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 Brookwood Companies IncorporatedHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DELTA DENTAL OF RHODE ISLAND, ANGELL PENSION GROUP, HILB GROUP OF NEW ENGLAND, WELLS FARGO CLEARING SERVICES.