What public Form 5500 filings show about the CASS Screw Machine Products, LLC 401(k) plan — and how to find and check your own account.
CASS Screw Machine Products, LLC (EIN 47-5006172) reports HEARTLAND EQUITY PARTNERS 401(K) PLAN on its most recent Form 5500, with $21.5M in plan assets across 272 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 CASS Screw Machine Products, LLC filing — schedules, fees, and providers.
CASS Screw Machine Products, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CASS Screw Machine Products, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NWPS, RBC WEALTH MANAGEMENT, MATRIX TRUST.
