What public Form 5500 filings show about the Padilla Speer Beardsley Inc. 401(k) plan — and how to find and check your own account.
Padilla Speer Beardsley Inc. (EIN 41-0793514) reports AVENIR GLOBAL US RETIREMENT PLAN on its most recent Form 5500, with $39.6M in plan assets across 180 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 Padilla Speer Beardsley Inc. 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 Padilla Speer Beardsley Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DDMN ASO, VALMARK ADVISERS, STRATEGIC ADVISORS.
