ACCE Benefit Trust 401(k) Plan
What public Form 5500 filings show about the ACCE Benefit Trust 401(k) plan — and how to find and check your own account.
The ACCE Benefit Trust 401(k) on its latest Form 5500
ACCE Benefit Trust (EIN 54-6487038) reports ACCE BENEFIT TRUST PROFIT SHARING PLAN on its most recent Form 5500, with $539.1M in plan assets across 3,601 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.
Who runs the ACCE Benefit Trust 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 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): FORVIS MAZARS LLP, MOORE COLSON, HR INVESTMENT CONSULTANTS, EVERSHEDS SUTHERLAND US LLP, MORNINGSTAR INVESTMENT MANAGEMENT L, GROOM LAW GROUP CHARTERED.
How to check your ACCE Benefit Trust 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask ACCE Benefit Trust 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).