What public Form 5500 filings show about the Carl Buddig and Company 401(k) plan — and how to find and check your own account.
Carl Buddig and Company (EIN 36-2169888) reports CARL BUDDIG AND COMPANY DEFERRED BENEFIT PLAN on its most recent Form 5500, with $154.3M in plan assets across 2,491 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 Carl Buddig and Company 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carl Buddig and Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLIFTON LARSON ALLEN, HUB INTERNATIONAL MIDWEST, BLUE CROSS/BLUE SHIELD, CLIFTONLARSONALLEN LLP, SUN LIFE ASSURANCE CO OF CANANDA.
