What public Form 5500 filings show about the Board of Trustees of the Ugsao Retirement Plan 401(k) plan — and how to find and check your own account.
Board of Trustees of the Ugsao Retirement Plan (EIN 46-4857037) reports UGSOA RETIREMENT PLAN on its most recent Form 5500, with $29.5M in plan assets across 2,443 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 of the Ugsao Retirement Plan 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 Board of Trustees of the Ugsao Retirement Plan 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ORENDA RETIREMENT, MATRIX, COMMONWEALTH FINANCIAL NETWORK, NEEDLES & ASSOCIATES, PENTEGRA SERVICES, NORUS ADVISORS.
