What public Form 5500 filings show about the Paul Burrell Management, Inc. 401(k) plan — and how to find and check your own account.
Paul Burrell Management, Inc. (EIN 26-2916376) reports PAUL BURRELL MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $3.4M in plan assets across 376 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 Paul Burrell Management, Inc. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Paul Burrell Management, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, ACUFF & ASSOCIATES, EMPOWER ADVISORY GROUP, LEAFHOUSE FINANCIAL ADVISORS.
