What public Form 5500 filings show about the Concentric Rockford Inc. 401(k) plan — and how to find and check your own account.
Concentric Rockford Inc. (EIN 36-3262177) reports CONCENTRIC ROCKFORD INC. EMPLOYEES' 401(K) SAVINGS PLAN on its most recent Form 5500, with $18.1M in plan assets across 171 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 Concentric Rockford 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 Concentric Rockford Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL SECURITIES, AETNA LIFE INSURANCE, ALLIED BENEFIT SYSTEMS, PRINCIPAL GLOBAL INVESTORS, WILSHIRE ADVISORS.
