What public Form 5500 filings show about the Case Design/Remodeling,Inc. 401(k) plan — and how to find and check your own account.
Case Design/Remodeling,Inc. (EIN 52-1708950) reports THE CASE DESIGN/REMODELING, INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $22.1M in plan assets across 131 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 Case Design/Remodeling,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 Case Design/Remodeling,Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS, JOHN HANCOCK.
