What public Form 5500 filings show about the Pelli Clarke & Partners 401(k) plan — and how to find and check your own account.
Pelli Clarke & Partners (EIN 06-1228461) reports PELLI CLARKE & PARTNERS SECTION 401(K) PLAN on its most recent Form 5500, with $20.2M in plan assets across 71 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 Pelli Clarke & Partners 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 Pelli Clarke & Partners 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANK OF AMERICA MERRILL LYNCH, ESSEX FINANCIAL SERVICES, BANK OF AMERICA, PENSION CONSULTANTS.
