What public Form 5500 filings show about the Petrus Trust Company, LTA 401(k) plan — and how to find and check your own account.
Petrus Trust Company, LTA (EIN 80-0168836) reports PEROT EMPLOYEE RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $55.0M in plan assets across 99 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 Petrus Trust Company, LTA filing — schedules, fees, and providers.
Petrus Trust Company, LTA’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 Petrus Trust Company, LTAHR for the recordkeeper’s name and login.
