What public Form 5500 filings show about the Related Partners, Inc. 401(k) plan — and how to find and check your own account.
Related Partners, Inc. (EIN 13-3680053) reports RELATED PARTNERS, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $407.2M in plan assets across 4,288 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 Related Partners, 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Related Partners, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ CPAS P C.
