What public Form 5500 filings show about the Petro Services, Inc. 401(k) plan — and how to find and check your own account.
Petro Services, Inc. (EIN 59-3415240) reports PETRO SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $10.4M in plan assets across 774 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 Petro Services, 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 JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Petro Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH.
