What public Form 5500 filings show about the Bruce Heating & Air Conditioning, I 401(k) plan — and how to find and check your own account.
Bruce Heating & Air Conditioning, I (EIN 72-1537632) reports BRUCE HEATING & AIR CONDITIONING, INC. on its most recent Form 5500, with $4.2M in plan assets across 227 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 Bruce Heating & Air Conditioning, I filing — schedules, fees, and providers.
Bruce Heating & Air Conditioning, I’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 Bruce Heating & Air Conditioning, IHR for the recordkeeper’s name and login.