What public Form 5500 filings show about the Orleans-Conservatory Group Partners, LP 401(k) plan — and how to find and check your own account.
Orleans-Conservatory Group Partners, LP (EIN 90-0858731) reports ORLEANS-CONSERVATORY GROUP PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $2.9M in plan assets across 49 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 Orleans-Conservatory Group Partners, LP filing — schedules, fees, and providers.
Orleans-Conservatory Group Partners, 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 Orleans-Conservatory Group Partners, LPHR for the recordkeeper’s name and login.