What public Form 5500 filings show about the Charles Perry Partners, Inc. 401(k) plan — and how to find and check your own account.
Charles Perry Partners, Inc. (EIN 45-1601307) reports CHARLES PERRY PARTNERS, INC. 401(K) PLAN on its most recent Form 5500, with $21.8M in plan assets across 193 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 Perry Partners, 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Charles Perry Partners, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ECONOMIC GROUP PENSION SERVICES, ECONOMIC GROUP PENSION SERVICE.
