PARR Brown GEE & Loveless, a Professional Corporation 401(k) Plan

The PARR Brown GEE & Loveless, a Professional Corporation 401(k) on its latest Form 5500

PARR Brown GEE & Loveless, a Professional Corporation (EIN 87-0307691) reports PARR BROWN PROFIT SHARING PLAN on its most recent Form 5500, with $127.3M in plan assets across 118 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 PARR Brown GEE & Loveless, a Professional Corporation filing — schedules, fees, and providers.

Who runs the PARR Brown GEE & Loveless, a Professional Corporation 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PARR Brown GEE & Loveless, a Professional Corporation 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS.

How to check your PARR Brown GEE & Loveless, a Professional Corporation 401(k)

• Log in to Schwab’s participant portal (the site on your statements).
• Ask PARR Brown GEE & Loveless, a Professional Corporation 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).