What public Form 5500 filings show about the Partners PEO, LLC 401(k) plan — and how to find and check your own account.
Partners PEO, LLC (EIN 82-5068730) reports PARTNERS PEO 401(K) PLAN on its most recent Form 5500, with $14.5M in plan assets across 1,315 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 PEO, LLC 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Partners PEO, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): IMA WEALTH.
