What public Form 5500 filings show about the Allied-Locke Industries, Inc. 401(k) plan — and how to find and check your own account.
Allied-Locke Industries, Inc. (EIN 36-2551805) reports ALLIED LOCKE INDUSTRIES, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $15.7M in plan assets across 255 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 Allied-Locke Industries, 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Allied-Locke Industries, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, MIDLAND STATES BANK, CHARLES SCHWAB & CO.
