Paychex Retirement LLC 401(k) Plan
What public Form 5500 filings show about the Paychex Retirement LLC 401(k) plan — and how to find and check your own account.
The Paychex Retirement LLC 401(k) on its latest Form 5500
Paychex Retirement LLC (EIN 85-3275179) reports PAYCHEX POOLED EMPLOYER 401(K) PLAN on its most recent Form 5500, with $1.8B in plan assets across 621,703 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 Paychex Retirement LLC filing — schedules, fees, and providers.
Who runs the Paychex Retirement LLC 401(k)?
Paychex Retirement LLC’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 Paychex Retirement LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JW COLE ADVISORS, PAYCHEX, FERMATA 401K, STONEHENGE RETIREMENT PLANNERS, HANTZ FINANCIAL SERVICES, MESIROW FINANCIAL HOLDINGS.
How to check your Paychex Retirement LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Paychex Retirement LLC 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).