What public Form 5500 filings show about the 365 Retail Markets, LLC 401(k) plan — and how to find and check your own account.
365 Retail Markets, LLC (EIN 45-4267511) reports 365 RETAIL MARKETS, LLC 401(K) PLAN on its most recent Form 5500, with $28.6M in plan assets across 542 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 365 Retail Markets, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your 365 Retail Markets, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER AND S, RETIREMENT ADVANTAGE, NORTHWESTERN MUTUAL INVESTMENT SERV, WILSHIRE ADVISORS.
