What public Form 5500 filings show about the Palmer Johnson Enterprises, Inc. 401(k) plan — and how to find and check your own account.
Palmer Johnson Enterprises, Inc. (EIN 39-0746894) reports PALMER JOHNSON INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $23.8M in plan assets across 194 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 Johnson Enterprises, 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 Palmer Johnson Enterprises, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRIVATE ADVISOR GROUP.
