What public Form 5500 filings show about the J. Brandmeyer Insurance & Financial Services 401(k) plan — and how to find and check your own account.
J. Brandmeyer Insurance & Financial Services (EIN 83-4258480) reports JAKE BRANDMEYER INSURANCE & FINANCIAL 401K on its most recent Form 5500, with $47K in plan assets across 10 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 J. Brandmeyer Insurance & Financial Services filing — schedules, fees, and providers.
J. Brandmeyer Insurance & Financial Services’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 J. Brandmeyer Insurance & Financial ServicesHR for the recordkeeper’s name and login.
