What public Form 5500 filings show about the Solomon Cordwell Buenz 401(k) plan — and how to find and check your own account.
Solomon Cordwell Buenz (EIN 36-2643058) reports SOLOMON CORDWELL BUENZ EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN AND TRUST on its most recent Form 5500, with $49.5M in plan assets across 213 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 Solomon Cordwell Buenz 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Solomon Cordwell Buenz 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILLIAM BLAIR &, EMPOWER ANNUITY INSURANCE.
