Oliver Brooks, Inc. DBA Brooks Heating and 401(k) Plan

The Oliver Brooks, Inc. DBA Brooks Heating and 401(k) on its latest Form 5500

Oliver Brooks, Inc. DBA Brooks Heating and (EIN 72-0634878) reports BROOKS HEATING AND AIR CONDITIONING 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.6M in plan assets across 22 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 Oliver Brooks, Inc. DBA Brooks Heating and filing — schedules, fees, and providers.

Who runs the Oliver Brooks, Inc. DBA Brooks Heating and 401(k)?

Oliver Brooks, Inc. DBA Brooks Heating and’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 Oliver Brooks, Inc. DBA Brooks Heating andHR for the recordkeeper’s name and login.

How to check your Oliver Brooks, Inc. DBA Brooks Heating and 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Oliver Brooks, Inc. DBA Brooks Heating and HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).