BRAILSFORD & DUNLAVEY, INC. 401(k) Plan
What public Form 5500 filings show about the BRAILSFORD & DUNLAVEY, INC. 401(k) plan — and how to find and check your own account.
The BRAILSFORD & DUNLAVEY, INC. 401(k) on its latest Form 5500
BRAILSFORD & DUNLAVEY, INC. (EIN 52-1847085) reports BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN on its most recent Form 5500, with $44.9M in plan assets across 384 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 BRAILSFORD & DUNLAVEY, INC. filing — schedules, fees, and providers.
Who runs the BRAILSFORD & DUNLAVEY, INC. 401(k)?
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 BRAILSFORD & DUNLAVEY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERIPRISE FINANCIAL SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT L, RETIREMENT PLANNERS AND ADMINISTRAT, WILSHIRE ADVISORS.
How to check your BRAILSFORD & DUNLAVEY, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask BRAILSFORD & DUNLAVEY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).