What public Form 5500 filings show about the Burnham Harbor Private Wealth 401(k) plan — and how to find and check your own account.
Burnham Harbor Private Wealth (EIN 36-2957364) reports BURNHAM HARBOR PRIVATE WEALTH RETIREMENT PLAN on its most recent Form 5500, with $2.5M in plan assets across 7 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 Burnham Harbor Private Wealth filing — schedules, fees, and providers.
Burnham Harbor Private Wealth’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 Burnham Harbor Private WealthHR for the recordkeeper’s name and login.
