What public Form 5500 filings show about the Peters Heating & Air Conditioning, Inc. 401(k) plan — and how to find and check your own account.
Peters Heating & Air Conditioning, Inc. (EIN 37-0892465) reports PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $9.4M in plan assets across 263 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 Peters Heating & Air Conditioning, 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Peters Heating & Air Conditioning, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HEALTHLINK, BENEFIT PLANS PLUS, WILLIAMS BENEFIT CONSULTING, STIFEL NICOLAUS & CO, MORGAN STANLEY SMITH BARNEY.
