PEREZ TRADING COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the PEREZ TRADING COMPANY, INC. 401(k) plan — and how to find and check your own account.
The PEREZ TRADING COMPANY, INC. 401(k) on its latest Form 5500
PEREZ TRADING COMPANY, INC. (EIN 13-5660405) reports PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $20.7M in plan assets across 133 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 PEREZ TRADING COMPANY, INC. filing — schedules, fees, and providers.
Who runs the PEREZ TRADING COMPANY, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PEREZ TRADING COMPANY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SECURITIES AMERICA.
How to check your PEREZ TRADING COMPANY, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask PEREZ TRADING COMPANY, 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).