What public Form 5500 filings show about the BIP Aligned Equity Holdings LLC 401(k) plan — and how to find and check your own account.
BIP Aligned Equity Holdings LLC (EIN 87-1559419) reports ALIGNED EQUITY HOLDINGS 401(K) PLAN on its most recent Form 5500, with $11.9M in plan assets across 383 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 BIP Aligned Equity Holdings LLC 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 BIP Aligned Equity Holdings LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, MORNINGSTAR INVESTMENT MANAGEMENT L.
