What public Form 5500 filings show about the Board of Trustees IUOE Local 324 Retirement Trust Fund 401(k) plan — and how to find and check your own account.
Board of Trustees IUOE Local 324 Retirement Trust Fund (EIN 38-3685356) reports INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND on its most recent Form 5500, with $70.3M in plan assets across 1,833 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 Board of Trustees IUOE Local 324 Retirement Trust Fund 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Board of Trustees IUOE Local 324 Retirement Trust Fund 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PLANTE & MORAN, NEPC, WATKINS PAWLICK CALATI & PRIFTI PC, STEFANSKY HOLLOWAY & NICHOLS, BENESYS, WEISMAN YOUNG & RUEMENAPP P C.
