BARRON COLLIER PARTNERSHIP 401(k) Plan
What public Form 5500 filings show about the BARRON COLLIER PARTNERSHIP 401(k) plan — and how to find and check your own account.
The BARRON COLLIER PARTNERSHIP 401(k) on its latest Form 5500
BARRON COLLIER PARTNERSHIP (EIN 65-0247894) reports BARRON COLLIER PARTNERSHIP SAVINGS PLAN on its most recent Form 5500, with $33.3M in plan assets across 158 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 BARRON COLLIER PARTNERSHIP filing — schedules, fees, and providers.
Who runs the BARRON COLLIER PARTNERSHIP 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 BARRON COLLIER PARTNERSHIP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN HEALTH HOLDING, MORNINGSTAR INVESTMENT MANAGEMENT L, PRINCIPAL SECURITIES, WILSHIRE ADVISORS, AETNA PPO, LUMINARE HEALTH BENEFITS.
How to check your BARRON COLLIER PARTNERSHIP 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask BARRON COLLIER PARTNERSHIP 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).