What public Form 5500 filings show about the Charles Penzone, Inc. 401(k) plan — and how to find and check your own account.
Charles Penzone, Inc. (EIN 31-0749362) reports CHARLES PENZONE, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $14.6M in plan assets across 307 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 Charles Penzone, 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Charles Penzone, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EVERHART FINANCIAL GROUP, ADP BROKER-DEALER.
