THE POLO CLUB OF BOCA RATON, POA, INC. 401(k) Plan
What public Form 5500 filings show about the THE POLO CLUB OF BOCA RATON, POA, INC. 401(k) plan — and how to find and check your own account.
The THE POLO CLUB OF BOCA RATON, POA, INC. 401(k) on its latest Form 5500
THE POLO CLUB OF BOCA RATON, POA, INC. (EIN 65-0035360) reports THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $10.8M in plan assets across 278 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 THE POLO CLUB OF BOCA RATON, POA, INC. filing — schedules, fees, and providers.
Who runs the THE POLO CLUB OF BOCA RATON, POA, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE POLO CLUB OF BOCA RATON, POA, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN PORTFOLIOS FINANCIAL SVCS, CARON & BLETZER.
How to check your THE POLO CLUB OF BOCA RATON, POA, INC. 401(k)
- Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
- Ask THE POLO CLUB OF BOCA RATON, POA, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).