What public Form 5500 filings show about the Pemberton Capital Advisors US 401(k) plan — and how to find and check your own account.
Pemberton Capital Advisors US (EIN 87-4038541) reports PEMBERTON CAPITAL ADVISORS US 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $495K in plan assets across 3 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 Pemberton Capital Advisors US filing — schedules, fees, and providers.
Pemberton Capital Advisors US’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 Pemberton Capital Advisors USHR for the recordkeeper’s name and login.
