What public Form 5500 filings show about the Rancho Valencia Resort Partners,LLC 401(k) plan — and how to find and check your own account.
Rancho Valencia Resort Partners,LLC (EIN 27-2180344) reports RANCHO VALENCIA RESORT & SPA 401(K) PLAN on its most recent Form 5500, with $10.1M in plan assets across 325 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 Rancho Valencia Resort Partners,LLC 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 Rancho Valencia Resort Partners,LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN BEACON FUNDS, PRUDENTIAL JENNISON FUNDS, TIAA-CREF FUNDS, COLUMBIA FUNDS, FIDELITY FUNDS, JP MORGAN FUNDS.