Paloma Partners Management Company 401(k) Plan
What public Form 5500 filings show about the Paloma Partners Management Company 401(k) plan — and how to find and check your own account.
The Paloma Partners Management Company 401(k) on its latest Form 5500
Paloma Partners Management Company (EIN 13-3145891) reports PALOMA PARTNERS RETIREMENT PLAN on its most recent Form 5500, with $80.8M in plan assets across 72 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 Paloma Partners Management Company filing — schedules, fees, and providers.
Who runs the Paloma Partners Management Company 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 Paloma Partners Management Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, ERNST AND YOUNG LLP, MORGAN STANLEY GLOBAL BANKING OPERA.
How to check your Paloma Partners Management Company 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask Paloma Partners Management Company 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).