AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. 401(k) Plan
What public Form 5500 filings show about the AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. 401(k) plan — and how to find and check your own account.
The AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. 401(k) on its latest Form 5500
AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. (EIN 13-5675095) reports ASHRAE SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $31.1M in plan assets across 113 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 AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. filing — schedules, fees, and providers.
Who runs the AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. 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 AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, CREATIVE RETIREMENT PLAN CONSULTING.
How to check your AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. 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).