What public Form 5500 filings show about the Bumgarner Asset Management 401(k) plan — and how to find and check your own account.
Bumgarner Asset Management (EIN 82-0553105) reports BUMGARNER ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.9M in plan assets across 48 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 Bumgarner Asset Management filing — schedules, fees, and providers.
Bumgarner Asset Management’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 Bumgarner Asset ManagementHR for the recordkeeper’s name and login.
