What public Form 5500 filings show about the The Brattle Group, Inc. 401(k) plan — and how to find and check your own account.
The Brattle Group, Inc. (EIN 04-3254813) reports THE BRATTLE GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $183.2M in plan assets across 388 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 The Brattle Group, Inc. 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Brattle Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VANGUARD ADVISERS.
