What public Form 5500 filings show about the Applied Industrial Technologies, Inc. 401(k) plan — and how to find and check your own account.
Applied Industrial Technologies, Inc. (EIN 34-0117420) reports APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $862.3M in plan assets across 4,925 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 Applied Industrial Technologies, 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 Applied Industrial Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, BOB MARKEY FREDOROVICH, PLANTE AND MORAN.
