What public Form 5500 filings show about the Conference Technologies, Inc. 401(k) plan — and how to find and check your own account.
Conference Technologies, Inc. (EIN 43-1501713) reports CONFERENCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $40.6M in plan assets across 881 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 Conference Technologies, 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 Conference Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MGMT, ORENDA RETIREMENT, WILSHIRE ASSOCIATES, SBHU LIFE AGENCY.
