What public Form 5500 filings show about the Buchanan Ingersoll & Rooney PC 401(k) plan — and how to find and check your own account.
Buchanan Ingersoll & Rooney PC (EIN 25-1381032) reports BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $484.1M in plan assets across 793 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 Buchanan Ingersoll & Rooney PC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Buchanan Ingersoll & Rooney PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GUYASUTA INVESTMENT ADVISROS I, CATANESE GROUP A PROFESSIONAL, RKL WEALTH MANAGEMENT, GLOBAL RETIREMENT PARTNERS, ALLIANCEBERNSTEIN, CAMBRIDGE INVESTMENT RESEARCH.
