What public Form 5500 filings show about the Pactolus Private Wealth Manageme 401(k) plan — and how to find and check your own account.
Pactolus Private Wealth Manageme (EIN 27-3438661) reports PACTOLUS PRIVATE WEALTH MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $1.7M in plan assets across 14 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 Pactolus Private Wealth Manageme filing — schedules, fees, and providers.
Pactolus Private Wealth Manageme’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 Pactolus Private Wealth ManagemeHR for the recordkeeper’s name and login.
