What public Form 5500 filings show about the PBG Puerto Rico LLC 401(k) plan — and how to find and check your own account.
PBG Puerto Rico LLC (EIN 66-0914590) reports PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO on its most recent Form 5500, with $395.4M in plan assets across 86 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 PBG Puerto Rico 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PBG Puerto Rico LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MCS, WELLINGTON TRUST, ALLIANCE BERNSTEIN, STATE STREET GLOBAL ADVISORS, SEI INVESTMENTS.
