What public Form 5500 filings show about the Calise & Sons Bakery, Inc. 401(k) plan — and how to find and check your own account.
Calise & Sons Bakery, Inc. (EIN 05-0284865) reports CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $7.4M in plan assets across 289 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 Calise & Sons Bakery, Inc. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Calise & Sons Bakery, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANGELL PENSION GROUP, EMPOWER ANNUITY INSURANCE CO OF AM, PATRIOT FINANCIAL GROUP INS AG.
