What public Form 5500 filings show about the Charlan Brock & Associates, Inc. 401(k) plan — and how to find and check your own account.
Charlan Brock & Associates, Inc. (EIN 59-2080434) reports CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $7.5M in plan assets across 59 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.
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.
