What public Form 5500 filings show about the Perrine and Whitaker Inc. 401(k) plan — and how to find and check your own account.
Perrine and Whitaker Inc. (EIN 77-0542433) reports NEW HORIZON INSURANCE 401(K) PLAN on its most recent Form 5500, with $11K in plan assets across 11 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 Perrine and Whitaker Inc. filing — schedules, fees, and providers.
Perrine and Whitaker Inc.’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 Perrine and Whitaker Inc.HR for the recordkeeper’s name and login.
