Policy Equity Group, LLC 401(k) Plan

The Policy Equity Group, LLC 401(k) on its latest Form 5500

Policy Equity Group, LLC (EIN 27-4589082) reports POLICY EQUITY GROUP, L.L.C. 401(K) PLAN on its most recent Form 5500, with $1.5M in plan assets across 7 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 Policy Equity Group, LLC filing — schedules, fees, and providers.

Who runs the Policy Equity Group, LLC 401(k)?

Policy Equity Group, LLC’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 Policy Equity Group, LLCHR for the recordkeeper’s name and login.

How to check your Policy Equity Group, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Policy Equity Group, LLC 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).