What public Form 5500 filings show about the R.H. Peterson Co. 401(k) plan — and how to find and check your own account.
R.H. Peterson Co. (EIN 95-3137229) reports R.H. PETERSON CO. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $21.2M in plan assets across 198 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 R.H. Peterson Co. 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 R.H. Peterson Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC WEALTH MANAGEMENT, RAYMOND JAMES FINANCIAL SERVICES, NATIONAL FINANCIAL SERVICES.
