What public Form 5500 filings show about the Van Boerum & Frank Associates, Inc. 401(k) plan — and how to find and check your own account.
Van Boerum & Frank Associates, Inc. (EIN 87-0292348) reports VAN BOERUM & FRANK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $10.4M in plan assets across 137 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 Van Boerum & Frank Associates, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Van Boerum & Frank Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, NATIONAL BENEFIT SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT.
