What public Form 5500 filings show about the P & M Holding Group, LLP 401(k) plan — and how to find and check your own account.
P & M Holding Group, LLP (EIN 38-1357951) reports P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN on its most recent Form 5500, with $655.4M in plan assets across 3,611 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 P & M Holding Group, LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your P & M Holding Group, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MOSS ADAMS LLP, CHARLES SCHWAB TRUST BANK.
