What public Form 5500 filings show about the Allison Transmission, Inc. 401(k) plan — and how to find and check your own account.
Allison Transmission, Inc. (EIN 26-0413897) reports ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $559.6M in plan assets across 3,491 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 Allison Transmission, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Allison Transmission, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL TRUST, SLC MANAGEMENT, CAPFINANCIAL PARTNERS.
