What public Form 5500 filings show about the Advance Trading, Inc. 401(k) plan — and how to find and check your own account.
Advance Trading, Inc. (EIN 37-1117051) reports ADVANCE TRADING, INC. 401(K) PLAN AND ESOP on its most recent Form 5500, with $98.3M in plan assets across 78 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 Advance Trading, Inc. 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 Advance Trading, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHOREO, PNC BANK NA.
