What public Form 5500 filings show about the Perkins & Company P.C. 401(k) plan — and how to find and check your own account.
Perkins & Company P.C. (EIN 93-0928924) reports PERKINS & COMPANY P.C. EMPLOYEE 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $50.1M in plan assets across 240 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 Perkins & Company P.C. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Perkins & Company P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH.
