What public Form 5500 filings show about the Pezold Management Associates, Inc. 401(k) plan — and how to find and check your own account.
Pezold Management Associates, Inc. (EIN 58-1179998) reports PEZOLD MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Pezold Management Associates, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pezold Management Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH, J SMITH LANIER A MARSH MCLENNAN AG, EMPLOYMENT BENEFIT MANAGEMENT SVC.
