What public Form 5500 filings show about the Dr JODI Bergs Integrative Family 401(k) plan — and how to find and check your own account.
Dr JODI Bergs Integrative Family (EIN 27-4522583) reports DR JODI BERGS INTEGRATIVE on its most recent Form 5500, with $308K in plan assets across 26 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 Dr JODI Bergs Integrative Family filing — schedules, fees, and providers.
Dr JODI Bergs Integrative Family’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 Dr JODI Bergs Integrative FamilyHR for the recordkeeper’s name and login.
