What public Form 5500 filings show about the The Bretz Companies Inc. 401(k) plan — and how to find and check your own account.
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.
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.
