PEI/GENESIS, INC. 401(k) Plan
What public Form 5500 filings show about the PEI/GENESIS, INC. 401(k) plan — and how to find and check your own account.
The PEI/GENESIS, INC. 401(k) on its latest Form 5500
PEI/GENESIS, INC. (EIN 23-1327335) reports PEI/GENESIS, INC. TAX DEFERRAL AND SAVINGS PLAN on its most recent Form 5500, with $39.0M in plan assets across 423 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 PEI/GENESIS, INC. filing — schedules, fees, and providers.
Who runs the PEI/GENESIS, INC. 401(k)?
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 PEI/GENESIS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS.
How to check your PEI/GENESIS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask PEI/GENESIS, 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).