What public Form 5500 filings show about the Puget Sound Energy, Inc. 401(k) plan — and how to find and check your own account.
Puget Sound Energy, Inc. (EIN 91-0374630) reports INVESTMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. on its most recent Form 5500, with $1.3B in plan assets across 3,290 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 Puget Sound Energy, 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Puget Sound Energy, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLARK NUBER P S, LOOMIS SAYLES & L P, PIMCO, BLACKROCK INSTITUTIONAL TRUST CO, BOSTON TRUST WALDEN, DODGE & COX.
