PARTNERS AND ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the PARTNERS AND ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The PARTNERS AND ASSOCIATES, INC. 401(k) on its latest Form 5500
PARTNERS AND ASSOCIATES, INC. (EIN 62-1081038) reports PARTNERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $5.6M in plan assets across 20 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 PARTNERS AND ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the PARTNERS AND ASSOCIATES, INC. 401(k)?
PARTNERS AND ASSOCIATES, INC.’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 PARTNERS AND ASSOCIATES, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED HEALTHCARE SERVICES.
How to check your PARTNERS AND ASSOCIATES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PARTNERS AND ASSOCIATES, INC. 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).