What public Form 5500 filings show about the KOLL BREN Schreiber Realty Advisors 401(k) plan — and how to find and check your own account.
KOLL BREN Schreiber Realty Advisors (EIN 33-0785945) reports KOLL BREN SCHREIBER REALTY ADVISORS EMPLOYEES' 401(K) PLAN on its most recent Form 5500, with $37.6M in plan assets across 83 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 KOLL BREN Schreiber Realty Advisors 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your KOLL BREN Schreiber Realty Advisors 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONCURRENT INVESTMENT ADVISORS.
