What public Form 5500 filings show about the McGohan/Brabender Agency, Inc. 401(k) plan — and how to find and check your own account.
McGohan/Brabender Agency, Inc. (EIN 31-1191330) reports MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $61.6M in plan assets across 348 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 McGohan/Brabender Agency, 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 McGohan/Brabender Agency, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EVERHART FINANCIAL GROUP, CHARLES SCHWAB TRUST BANK, FOSTER & MOTLEY, MILLIMAN, JAMES A SCOTT, EUBEL BRADY & SUTTMAN ASSET MA.
