What public Form 5500 filings show about the Petaluma Health Center 401(k) plan — and how to find and check your own account.
Petaluma Health Center (EIN 68-0437840) reports PETALUMA HEALTH CENTER 401(K) PLAN & TRUST on its most recent Form 5500, with $41.0M in plan assets across 499 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 Petaluma Health Center filing — schedules, fees, and providers.
Petaluma Health Center’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 Petaluma Health CenterHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NH HICKS.
