Palmerston Group Advisors 401(k) 401(k) Plan

The Palmerston Group Advisors 401(k) 401(k) on its latest Form 5500

Palmerston Group Advisors 401(k) (EIN 39-3368241) reports PALMERSTON GROUP ADVISORS 401K on its most recent Form 5500, with $337K in plan assets across 1 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 Palmerston Group Advisors 401(k) filing — schedules, fees, and providers.

Who runs the Palmerston Group Advisors 401(k) 401(k)?

Palmerston Group Advisors 401(k)’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 Palmerston Group Advisors 401(k)HR for the recordkeeper’s name and login.

How to check your Palmerston Group Advisors 401(k) 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Palmerston Group Advisors 401(k) 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).