What public Form 5500 filings show about the Border States Industries, Inc. 401(k) plan — and how to find and check your own account.
Border States Industries, Inc. (EIN 45-0275004) reports BORDER STATES ELECTRIC SUPPLY 401(K) PLAN on its most recent Form 5500, with $254.0M in plan assets across 3,385 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 Border States Industries, 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 Border States Industries, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SUMMIT FIDUCIARY GROUP, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS, PRINCIPAL FINANCIAL GROUP, GRANT THORNTON LLP- AUDIT FEE.
