What public Form 5500 filings show about the Perkins&WILL, Inc. 401(k) plan — and how to find and check your own account.
Perkins&WILL, Inc. (EIN 36-2690384) reports PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $414.4M in plan assets across 1,817 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&WILL, Inc. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Perkins&WILL, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, CHARLES SCHWAB & CO, FISHER INVESTMENTS, PRIVATE OCEAN, DYNAMIC WEALTH ADVISORS, STEELPEAK WEALTH.
