ALLERGY PARTNERS, PLLC 401(k) Plan
What public Form 5500 filings show about the ALLERGY PARTNERS, PLLC 401(k) plan — and how to find and check your own account.
The ALLERGY PARTNERS, PLLC 401(k) on its latest Form 5500
ALLERGY PARTNERS, PLLC (EIN 56-1249571) reports ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $119.8M 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 ALLERGY PARTNERS, PLLC filing — schedules, fees, and providers.
Who runs the ALLERGY PARTNERS, PLLC 401(k)?
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 ALLERGY PARTNERS, PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL INVESTMENTS, WEALTH CARE CAPITAL, CAMBRIDGE INVESTMENT RESEARCH, CRAWFORD INVESTMENT COUNSEL IN.
How to check your ALLERGY PARTNERS, PLLC 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask ALLERGY PARTNERS, PLLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).