What public Form 5500 filings show about the Chicago White SOX 401(k) plan — and how to find and check your own account.
Chicago White SOX (EIN 36-3106589) reports CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN on its most recent Form 5500, with $35.1M in plan assets across 405 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 Chicago White SOX 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 Chicago White SOX 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GRANT THORNTON LLP, MORGAN LEWIS & BOCKIUS LLP, SEI INVESTMENTS MANAGEMENT, WILLIS TOWERS WATSON US, U S BANK NATIONAL ASSOCIATION.
