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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CHARLAN BROCK & ASSOCIATES, INC. 401(k) Plan

What public Form 5500 filings show about the CHARLAN BROCK & ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$8.7M
Participants
83
Plans on file
1

The CHARLAN BROCK & ASSOCIATES, INC. 401(k) on its latest Form 5500

CHARLAN BROCK & ASSOCIATES, INC. (EIN 59-2080434) reports CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $8.7M in plan assets across 83 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 CHARLAN BROCK & ASSOCIATES, INC. filing — schedules, fees, and providers.

Who runs the CHARLAN BROCK & ASSOCIATES, INC. 401(k)?

CHARLAN BROCK & ASSOCIATES, INC.’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 CHARLAN BROCK & ASSOCIATES, INC.HR for the recordkeeper’s name and login.

How to check your CHARLAN BROCK & ASSOCIATES, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CHARLAN BROCK & ASSOCIATES, 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).
More on this employer: CHARLAN BROCK & ASSOCIATES, INC. — all Form 5500 filings (EIN 59-2080434) · Florida employer EIN lookup · Form 5500 search
CHARLAN BROCK & ASSOCIATES, INC. 401(k) Plan — Form 5500