What public Form 5500 filings show about the Pencheff & Fraley Co., LPA 401(k) plan — and how to find and check your own account.
Pencheff & Fraley Co., LPA (EIN 31-0896351) reports PENCHEFF & FRALEY CO., LPA on its most recent Form 5500, with $747K in plan assets across 6 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 Pencheff & Fraley Co., LPA filing — schedules, fees, and providers.
Pencheff & Fraley Co., LPA’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 Pencheff & Fraley Co., LPAHR for the recordkeeper’s name and login.