What public Form 5500 filings show about the Clendenin Brothers, Inc. 401(k) plan — and how to find and check your own account.
Clendenin Brothers, Inc. (EIN 52-0274470) reports THE EMPLOYEES RETIREMENT AND SECTION 401(K) PLAN AND TRUST on its most recent Form 5500, with $28.5M in plan assets across 195 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 Clendenin Brothers, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Clendenin Brothers, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANK OF AMERICA, USI CONSULTING GROUP, GOLDMAN SACHS ASSET MANAGEMENT, ELLIN & TUCKER CHARTERED.
