What public Form 5500 filings show about the North American Breweries, Inc. 401(k) plan — and how to find and check your own account.
North American Breweries, Inc. (EIN 80-0301528) reports NORTH AMERICAN BREWERIES, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $81.6M in plan assets across 508 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 North American Breweries, 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your North American Breweries, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, INSERO AND CO CPAS LLP.
