What public Form 5500 filings show about the Semler Brossy Consulting Group LLC 401(k) plan — and how to find and check your own account.
Semler Brossy Consulting Group LLC (EIN 95-4885750) reports SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $30.2M in plan assets across 95 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 Semler Brossy Consulting Group LLC filing — schedules, fees, and providers.
Semler Brossy Consulting Group LLC’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 Semler Brossy Consulting Group LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BALDWIN GROUP WEALTH ADVISORS L, CHARLES SCHWAB & CO, CHARLES SCHWAB TRUST BANK, HICKS PENSION SERVICES, STANDARD RETIREMENT SERVICES I.
