What public Form 5500 filings show about the Palter SIMS Martinez PLLC 401(k) plan — and how to find and check your own account.
Palter SIMS Martinez PLLC (EIN 46-1734174) reports PALTER SIMS MARTINEZ PLLC 401(K) PLAN on its most recent Form 5500, with $616K in plan assets across 8 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 Palter SIMS Martinez PLLC filing — schedules, fees, and providers.
Palter SIMS Martinez PLLC’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 Palter SIMS Martinez PLLCHR for the recordkeeper’s name and login.
