What public Form 5500 filings show about the Palmer Brook Schooley AIA 401(k) plan — and how to find and check your own account.
Palmer Brook Schooley AIA (EIN 76-0402049) reports PALMER BROOK SCHOOLEY AIA PROFIT SHARING PLAN on its most recent Form 5500, with $325K in plan assets across 3 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 Brook Schooley AIA filing — schedules, fees, and providers.
Palmer Brook Schooley AIA’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 Palmer Brook Schooley AIAHR for the recordkeeper’s name and login.
