RUSSELL T. BUNDY ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the RUSSELL T. BUNDY ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The RUSSELL T. BUNDY ASSOCIATES, INC. 401(k) on its latest Form 5500
RUSSELL T. BUNDY ASSOCIATES, INC. (EIN 23-1670915) reports BUNDY ASSOCIATES RETIREMENT PLAN on its most recent Form 5500, with $55.3M in plan assets across 633 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 RUSSELL T. BUNDY ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the RUSSELL T. BUNDY ASSOCIATES, INC. 401(k)?
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 RUSSELL T. BUNDY ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, MMA SECURITIES.
How to check your RUSSELL T. BUNDY ASSOCIATES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask RUSSELL T. BUNDY ASSOCIATES, INC. 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).