What public Form 5500 filings show about the E.T. Whitehall Santa Monica Partners, L.P. 401(k) plan — and how to find and check your own account.
E.T. Whitehall Santa Monica Partners, L.P. (EIN 95-4398775) reports ETC HOTELS 401(K) PLAN on its most recent Form 5500, with $31.6M in plan assets across 564 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 E.T. Whitehall Santa Monica Partners, 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 E.T. Whitehall Santa Monica Partners, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, BEACON POINTE ADVISORS.
