What public Form 5500 filings show about the OSHA Bergman Watanabe & Burton LLP 401(k) plan — and how to find and check your own account.
OSHA Bergman Watanabe & Burton LLP (EIN 76-0571383) reports OSHA BERGMAN WATANABE & BURTON 401(K) PLAN on its most recent Form 5500, with $18.1M in plan assets across 123 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 OSHA Bergman Watanabe & Burton LLP 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 OSHA Bergman Watanabe & Burton LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WEALTH ENHANCEMENT ADVISORY SERVICE, ALLIANCE BENEFIT GROUP OF HOUSTON, DESROCHES PARTNERS.
