Princeton Equity Advisors, L.P. 401(k) Plan

The Princeton Equity Advisors, L.P. 401(k) on its latest Form 5500

Princeton Equity Advisors, L.P. (EIN 85-1315621) reports PRINCETON EQUITY ADVISORS 401(K) PLAN on its most recent Form 5500, with $1.5M in plan assets across 18 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 Princeton Equity Advisors, L.P. filing — schedules, fees, and providers.

Who runs the Princeton Equity Advisors, L.P. 401(k)?

Princeton Equity Advisors, L.P.’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 Princeton Equity Advisors, L.P.HR for the recordkeeper’s name and login.

How to check your Princeton Equity Advisors, L.P. 401(k)

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