Schwartz Brothers Restaurants 401(k) Plan

The Schwartz Brothers Restaurants 401(k) on its latest Form 5500

Schwartz Brothers Restaurants (EIN 20-1335083) reports SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST on its most recent Form 5500, with $13.1M in plan assets across 636 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 Schwartz Brothers Restaurants filing — schedules, fees, and providers.

Who runs the Schwartz Brothers Restaurants 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 Schwartz Brothers Restaurants 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS.

How to check your Schwartz Brothers Restaurants 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Schwartz Brothers Restaurants 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).