What public Form 5500 filings show about the Champlain Valley Equipment 401(k) plan — and how to find and check your own account.
Champlain Valley Equipment (EIN 03-0224700) reports CHAMPLAIN VALLEY EQUIPMENT 401(K) PLAN on its most recent Form 5500, with $6.5M in plan assets across 155 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 Champlain Valley Equipment filing — schedules, fees, and providers.
Champlain Valley Equipment’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 Champlain Valley EquipmentHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CETERA INVESTMENT ADVISERS.
