Broadstreet Partners 401(k) plan

Broadstreet Partners, Inc., Columbus, OH. EIN 31-0982037. Annual reports 2009–2024. Also filed as Broadstreet Capital Partners, Inc.; Broadstreet Capital Partners, Inc.

Broadstreet Partners, Inc. has one active retirement plan on file, the Broadstreet 401(k) Plan, with 5,775 participants and $514 million in assets in 2024. Fidelity has been its recordkeeper since 2010. No traditional pension plan appears in Broadstreet Partners's filings since 2009.

Active plans: 1
Participants: 5,775
Plan assets: $514 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Finance and insurance

The plan

Broadstreet 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 31-0982037
Participants (2024): 5,775
Net assets (2024): $514 million
Recordkeeper: Fidelity2010–2024
Plan administrator: Broadstreet Partners, Inc.
580 North 4TH Street, Suite 560
Columbus, OH 43215
(614) 993-3009As filed for 2024
In effect since: January 1, 2003

Earlier sponsor: Broadstreet Capital Partners, Inc. (2009–2012).

Earlier plan names: Broadstreet 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,775	$514 million	Fidelity
2023	3,465	$296 million	Fidelity
2022	2,830	$213 million	Fidelity
2021	2,617	$194 million	Fidelity
2020	2,006	$141 million	Fidelity
2019	1,522	$116 million	Fidelity
2018	1,338	$78.4 million	Fidelity
2017	1,206	$79.8 million	Fidelity
2016	1,053	$63.0 million	Fidelity
2015	707	$29.7 million	Fidelity
2014	681	$29.3 million	Fidelity
2013	629	$27.4 million	Fidelity
2012	392	$18.5 million	Fidelity
2011	357	$14.5 million	Fidelity
2010	327	$15.5 million	Fidelity
2009	414	$14.5 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Broadstreet 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((614) 993-3009). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Broadstreet 401(k) Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in OH