What public Form 5500 filings show about the Essex Portfolio L.P. 401(k) plan — and how to find and check your own account.
Essex Portfolio L.P. (EIN 77-0369575) reports ESSEX PORTFOLIO L.P. 401(K) PLAN on its most recent Form 5500, with $138.2M in plan assets across 1,720 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 Essex Portfolio L.P. 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 Essex Portfolio L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, CONCURRENT INVESTMENT ADVISORS, MUN CPAS LLP.
