What public Form 5500 filings show about the Project Management Advisors, Inc. 401(k) plan — and how to find and check your own account.
Project Management Advisors, Inc. (EIN 36-3888970) reports PROJECT MANAGEMENT ADVISORS, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $34.8M in plan assets across 181 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 Project Management Advisors, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Project Management Advisors, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, HUB INTERNATIONAL MIDWEST, EMPLOYEE BENEFITS.
