ESSEX PORTFOLIO L.P. 401(k) Plan
What public Form 5500 filings show about the ESSEX PORTFOLIO L.P. 401(k) plan — and how to find and check your own account.
The ESSEX PORTFOLIO L.P. 401(k) on its latest Form 5500
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.
Who runs the ESSEX PORTFOLIO L.P. 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 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.
How to check your ESSEX PORTFOLIO L.P. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask ESSEX PORTFOLIO L.P. 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).