GILLIS CAPITAL, LP 401(k) Plan
What public Form 5500 filings show about the GILLIS CAPITAL, LP 401(k) plan — and how to find and check your own account.
The GILLIS CAPITAL, LP 401(k) on its latest Form 5500
GILLIS CAPITAL, LP (EIN 84-3991708) reports GILLIS CAPITAL, LP 401(K) PLAN on its most recent Form 5500, with $9.9M in plan assets across 168 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 GILLIS CAPITAL, LP filing — schedules, fees, and providers.
Who runs the GILLIS CAPITAL, LP 401(k)?
GILLIS CAPITAL, LP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask GILLIS CAPITAL, LPHR for the recordkeeper’s name and login.
How to check your GILLIS CAPITAL, LP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GILLIS CAPITAL, LP 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).