BURNHAM HOLDINGS, INC. 401(k) Plan
What public Form 5500 filings show about the BURNHAM HOLDINGS, INC. 401(k) plan — and how to find and check your own account.
The BURNHAM HOLDINGS, INC. 401(k) on its latest Form 5500
BURNHAM HOLDINGS, INC. (EIN 42-1561863) reports BURNHAM HOLDINGS, INC. SAVINGS PLAN A on its most recent Form 5500, with $80.6M in plan assets across 878 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 HOLDINGS, INC. filing — schedules, fees, and providers.
Who runs the BURNHAM HOLDINGS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BURNHAM HOLDINGS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, CONRAD SIEGEL, COMMONWEALTH FINANCIAL NETWORK, PNC BANK, FIDELITY & RESEARCH, FEDERATED HERMES GOVT OBLIGATIONS.
How to check your BURNHAM HOLDINGS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask BURNHAM HOLDINGS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).