What public Form 5500 filings show about the Publications International, Ltd. 401(k) plan — and how to find and check your own account.
Publications International, Ltd. (EIN 36-2638265) reports PUBLICATIONS INTERNATIONAL, LTD. SAVINGS PLAN on its most recent Form 5500, with $16.7M in plan assets across 91 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 Publications International, Ltd. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Publications International, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING DEPARTMENT, CHARLES SCHWAB & CO, NATIONAL FINANCIAL SERVICES, BAKER TILLY US LLP.
