What public Form 5500 filings show about the ACCE Benefit Trust 401(k) plan — and how to find and check your own account.
ACCE Benefit Trust (EIN 54-6487038) reports ACCE BENEFIT TRUST PROFIT SHARING PLAN on its most recent Form 5500, with $464.8M in plan assets across 3,470 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 ACCE Benefit Trust 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 ACCE Benefit Trust 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MOORE COLSON, HR INVESTMENT CONSULTANTS, ARTHUR J GALLAGHER RISK MANG, GROOM LAW GROUP CHARTERED, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
