What public Form 5500 filings show about the Bruce Nelson Plumbing and Heating 401(k) plan — and how to find and check your own account.
Bruce Nelson Plumbing and Heating (EIN 41-1298336) reports BRUCE NELSON PLUMBING AND HEATING SERVICE, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.7M in plan assets across 6 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 Nelson Plumbing and Heating filing — schedules, fees, and providers.
Bruce Nelson Plumbing and Heating’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 Nelson Plumbing and HeatingHR for the recordkeeper’s name and login.