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.
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.
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.
