CAFFEY DISTRIBUTING COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the CAFFEY DISTRIBUTING COMPANY, INC. 401(k) plan — and how to find and check your own account.
The CAFFEY DISTRIBUTING COMPANY, INC. 401(k) on its latest Form 5500
CAFFEY DISTRIBUTING COMPANY, INC. (EIN 56-0732444) reports CAFFEY DISTRIBUTING COMPANY, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $17.2M in plan assets across 421 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 CAFFEY DISTRIBUTING COMPANY, INC. filing — schedules, fees, and providers.
Who runs the CAFFEY DISTRIBUTING COMPANY, 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 CAFFEY DISTRIBUTING COMPANY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, DAVENPORT &.
How to check your CAFFEY DISTRIBUTING COMPANY, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask CAFFEY DISTRIBUTING COMPANY, 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).