What public Form 5500 filings show about the Paston Group, LLC d/b/a Simon Paston & Sons Agency 401(k) plan — and how to find and check your own account.
Paston Group, LLC d/b/a Simon Paston & Sons Agency (EIN 14-1868171) reports PASTON GROUP, LLC D/B/A SIMON PASTON & SONS AGENCY SAVINGS AND PROTECTION PLAN on its most recent Form 5500, with $9.8M 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 Paston Group, LLC d/b/a Simon Paston & Sons Agency filing — schedules, fees, and providers.
Paston Group, LLC d/b/a Simon Paston & Sons Agency’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 Paston Group, LLC d/b/a Simon Paston & Sons AgencyHR for the recordkeeper’s name and login.
