PAULSEN MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the PAULSEN MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The PAULSEN MANAGEMENT, INC. 401(k) on its latest Form 5500
PAULSEN MANAGEMENT, INC. (EIN 13-4222655) reports PAULSEN MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $455K in plan assets across 13 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 PAULSEN MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the PAULSEN MANAGEMENT, INC. 401(k)?
PAULSEN MANAGEMENT, 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 PAULSEN MANAGEMENT, INC.HR for the recordkeeper’s name and login.
How to check your PAULSEN MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PAULSEN MANAGEMENT, 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).