R.F. BERKHEIMER & SONS 401(K) PLAN 401(k) Plan
What public Form 5500 filings show about the R.F. BERKHEIMER & SONS 401(K) PLAN 401(k) plan — and how to find and check your own account.
The R.F. BERKHEIMER & SONS 401(K) PLAN 401(k) on its latest Form 5500
R.F. BERKHEIMER & SONS 401(K) PLAN (EIN 23-1674485) reports R.F. BERKHEIMER & SONS 401(K) PLAN on its most recent Form 5500, with $5.8M in plan assets across 171 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 R.F. BERKHEIMER & SONS 401(K) PLAN filing — schedules, fees, and providers.
Who runs the R.F. BERKHEIMER & SONS 401(K) PLAN 401(k)?
R.F. BERKHEIMER & SONS 401(K) PLAN’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 R.F. BERKHEIMER & SONS 401(K) PLANHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL BLUECROSS, CONNECTCARE3, INNOVU, BROWN & BROWN PA, BENECON GROUP.
How to check your R.F. BERKHEIMER & SONS 401(K) PLAN 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask R.F. BERKHEIMER & SONS 401(K) PLAN 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).