What public Form 5500 filings show about the Tarbell & Brodich Professional Association 401(k) plan — and how to find and check your own account.
Tarbell & Brodich Professional Association (EIN 02-0457363) reports TARBELL & KEYSTONE 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $5.0M in plan assets across 306 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 Tarbell & Brodich Professional Association filing — schedules, fees, and providers.
Tarbell & Brodich Professional Association’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 Tarbell & Brodich Professional AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PLAN ADMIN SERVICES, BANK OF NEW HAMPSHIRE.
