What public Form 5500 filings show about the Anderson Erickson Dairy Co. 401(k) plan — and how to find and check your own account.
Anderson Erickson Dairy Co. (EIN 42-0115611) reports ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $26.4M in plan assets across 441 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 Anderson Erickson Dairy Co. 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 Anderson Erickson Dairy Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UHY LLP, MORNINGSTAR INVESTMENT MANAGEMENT L, CETERA INVESTMENT ADVISERS.
