What public Form 5500 filings show about the Anderson-Tully Lumber Company 401(k) plan — and how to find and check your own account.
Anderson-Tully Lumber Company (EIN 62-1720411) reports ANDERSON-TULLY 401(K) MATCH SAVINGS PLAN on its most recent Form 5500, with $5.1M in plan assets across 8 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-Tully Lumber Company filing — schedules, fees, and providers.
Anderson-Tully Lumber Company’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Anderson-Tully Lumber CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIRST REPUBLIC BANK, HIGHLAND CAPITAL MANAGEMENT, FTB ADVISORS.
