CARLSON TOOL & MANUFACTURING CORP. 401(k) Plan
What public Form 5500 filings show about the CARLSON TOOL & MANUFACTURING CORP. 401(k) plan — and how to find and check your own account.
The CARLSON TOOL & MANUFACTURING CORP. 401(k) on its latest Form 5500
CARLSON TOOL & MANUFACTURING CORP. (EIN 39-0973406) reports CARLSON TOOL & MANUFACTURING CORP. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $25.8M in plan assets across 112 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 CARLSON TOOL & MANUFACTURING CORP. filing — schedules, fees, and providers.
Who runs the CARLSON TOOL & MANUFACTURING CORP. 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 CARLSON TOOL & MANUFACTURING CORP. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): R&R INSURANCE SERVICES, UMR, WELLS FARGO ADVISORS.
How to check your CARLSON TOOL & MANUFACTURING CORP. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask CARLSON TOOL & MANUFACTURING CORP. 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).