PRIME FINANCE ADVISOR, L.P. 401(k) Plan
What public Form 5500 filings show about the PRIME FINANCE ADVISOR, L.P. 401(k) plan — and how to find and check your own account.
The PRIME FINANCE ADVISOR, L.P. 401(k) on its latest Form 5500
PRIME FINANCE ADVISOR, L.P. (EIN 45-3831678) reports PRIME FINANCE ADVISOR, L.P. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $24.7M in plan assets across 139 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 PRIME FINANCE ADVISOR, L.P. filing — schedules, fees, and providers.
Who runs the PRIME FINANCE ADVISOR, L.P. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PRIME FINANCE ADVISOR, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL INVESTMENT ADVISORS.
How to check your PRIME FINANCE ADVISOR, L.P. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask PRIME FINANCE ADVISOR, L.P. 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).