What public Form 5500 filings show about the H.J. Baker and BRO., LLC 401(k) plan — and how to find and check your own account.
H.J. Baker and BRO., LLC (EIN 81-4867907) reports H.J. BAKER AND BRO., LLC 401(K) SAVINGS PLAN on its most recent Form 5500, with $22.5M in plan assets across 73 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 H.J. Baker and BRO., LLC 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your H.J. Baker and BRO., LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): U S BANK NATIONAL ASSOCIATION.