What public Form 5500 filings show about the DUKE Energy Corporation 401(k) plan — and how to find and check your own account.
DUKE Energy Corporation (EIN 20-2777218) reports DUKE ENERGY RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $11.3B in plan assets across 26,616 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 DUKE Energy Corporation 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your DUKE Energy Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTHERN TRUST, UNITED HEALTHCARE, CONNECTICUT GENERAL LIFE, OMADA HEALTH, CAREMARK, STANDISH MELLON ASSET MANAGEMENT.
