What public Form 5500 filings show about the The Cleaver-Brooks Company, Inc. 401(k) plan — and how to find and check your own account.
The Cleaver-Brooks Company, Inc. (EIN 87-2266456) reports CLEAVER-BROOKS INC. RETIREMENT AND SAVINGS PLAN on its most recent Form 5500, with $111.6M in plan assets across 937 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 Cleaver-Brooks Company, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Cleaver-Brooks Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDUCIENT ADVISORS, STRATEGIC ADVISORS, PRINCIPAL LIFE INSURANCE.
