What public Form 5500 filings show about the Parents and Children Together 401(k) plan — and how to find and check your own account.
Parents and Children Together (EIN 99-0119678) reports PARENTS AND CHILDREN TOGETHER 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $16.0M in plan assets across 314 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 Parents and Children Together 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Parents and Children Together 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY.
