Palmer and Sicard, Inc. 401(k) Plan

The Palmer and Sicard, Inc. 401(k) on its latest Form 5500

Palmer and Sicard, Inc. (EIN 02-0396330) reports PALMER AND SICARD, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $10.1M in plan assets across 112 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 Palmer and Sicard, Inc. filing — schedules, fees, and providers.

Who runs the Palmer and Sicard, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Palmer and Sicard, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): THAYER PARTNERS.

How to check your Palmer and Sicard, Inc. 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask Palmer and Sicard, Inc. 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).