What public Form 5500 filings show about the Brunick, McElhaney & Kennedy PLC 401(k) plan — and how to find and check your own account.
Brunick, McElhaney & Kennedy PLC (EIN 95-3282495) reports BRUNICK, MCELHANEY & KENNEDY PLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $4.4M in plan assets across 9 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 Brunick, McElhaney & Kennedy PLC filing — schedules, fees, and providers.
Brunick, McElhaney & Kennedy 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 Brunick, McElhaney & Kennedy PLCHR for the recordkeeper’s name and login.