Peterson Wilmarth and Robertson, LLP 401(k) Plan

The Peterson Wilmarth and Robertson, LLP 401(k) on its latest Form 5500

Peterson Wilmarth and Robertson, LLP (EIN 45-2803651) reports PETERSON WILMARTH AND ROBERTSON, LLP 401(K) PLAN on its most recent Form 5500, with $5.1M 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 Peterson Wilmarth and Robertson, LLP filing — schedules, fees, and providers.

Who runs the Peterson Wilmarth and Robertson, LLP 401(k)?

Peterson Wilmarth and Robertson, LLP’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 Peterson Wilmarth and Robertson, LLPHR for the recordkeeper’s name and login.

How to check your Peterson Wilmarth and Robertson, LLP 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Peterson Wilmarth and Robertson, LLP HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).