Brook & Whittle Limited 401(k) Plan: Login, Facts & Contact Information

Brook & Whittle Limited 401(k) Plan Facts

Plan name
BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BROOK & WHITTLE LIMITED
Participants
2,302 (1,795 active employees)
Former employees with a balance
288
Plan assets
$91,905,796 at Dec 31, 2024
Average account balance
$46,915 across 1,959 accounts
Employer contributions
$1,640,720 in plan year 2024 (22% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Nov 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.42 million went into the plan in contributions, $1.64 million of it from the employer (22%).
  • $11.0 million was paid out to participants.
  • Investment and other income added $7.04 million.
  • Administrative expenses were $324,771, about $166 per account.

How the Brook & Whittle Limited 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019311$8.06 million—$173,052
2020346$31.4 million$704,209$1.79 million
20211,001$38.7 million$870,129$5.43 million
20221,183$55.5 million$1.15 million$3.11 million
20231,957$64.3 million$1.19 million$7.06 million
20242,302$91.9 million$1.64 million$11.0 million

Brook & Whittle Limited 401(k) Contact Information

Phone
203-483-5602
Mailing address
20 CARTER DRIVE, GUILFORD CT 06437
Plan sponsor
BROOK & WHITTLE LIMITED
Plan administrator
SBSF
Employer identification number (EIN)
06-1452909
Plan number
001

Questions about the Brook & Whittle Limited 401(k)

Does Brook & Whittle Limited contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.64 million, 22% of all contributions.

Does the Brook & Whittle Limited 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Brook & Whittle Limited 401(k) plan?

2,302 participants at the start of plan year 2024, 1,795 of them active employees, and 288 former employees who still had money in the plan.

What is the average 401(k) balance at Brook & Whittle Limited?

About $46,915 per account: $91.9 million in plan assets across 1,959 accounts with a balance at the end of plan year 2024.

Who manages the Brook & Whittle Limited 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Brook & Whittle Limited. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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