What public Form 5500 filings show about the J.F. Brennan Company, Inc. 401(k) plan — and how to find and check your own account.
J.F. Brennan Company, Inc. (EIN 39-0962285) reports BRENNAN COMPANIES 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $46.6M in plan assets across 318 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.F. Brennan Company, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J.F. Brennan Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WIPFLI LLP, NATIONAL FINANCIAL SERVICES, PRIVATE ADVISOR GROUP LL, TRANSAMERICA RETIREMENT SOLUTIONS.
