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THE BRETZ COMPANIES INC. 401(k) Plan

What public Form 5500 filings show about the THE BRETZ COMPANIES INC. 401(k) plan — and how to find and check your own account.

Plan assets
$13.0M
Participants
268
Plans on file
1

The THE BRETZ COMPANIES INC. 401(k) on its latest Form 5500

THE BRETZ COMPANIES INC. (EIN 87-4232408) reports THE BRETZ COMPANIES INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $13.0M in plan assets across 268 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 BRETZ COMPANIES INC. filing — schedules, fees, and providers.

Who runs the THE BRETZ COMPANIES INC. 401(k)?

THE BRETZ COMPANIES INC.’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 THE BRETZ COMPANIES INC.HR for the recordkeeper’s name and login.

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, JCCS P C.

How to check your THE BRETZ COMPANIES INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE BRETZ COMPANIES INC. 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).
More on this employer: THE BRETZ COMPANIES INC. — all Form 5500 filings (EIN 87-4232408) · Montana employer EIN lookup · Form 5500 search
THE BRETZ COMPANIES INC. 401(k) Plan — Form 5500