CLOS de Berry Management, Ltd. 401(k) Plan
What public Form 5500 filings show about the CLOS de Berry Management, Ltd. 401(k) plan — and how to find and check your own account.
The CLOS de Berry Management, Ltd. 401(k) on its latest Form 5500
CLOS de Berry Management, Ltd. (EIN 31-1776280) reports CLOS DE BERRY MANAGEMENT, LTD 401K SAFE HARBOR P/S PLAN on its most recent Form 5500, with $471K in plan assets across 5 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 CLOS de Berry Management, Ltd. filing — schedules, fees, and providers.
Who runs the CLOS de Berry Management, Ltd. 401(k)?
CLOS de Berry Management, Ltd.’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 CLOS de Berry Management, Ltd.HR for the recordkeeper’s name and login.
How to check your CLOS de Berry Management, Ltd. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CLOS de Berry Management, Ltd. 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).