What public Form 5500 filings show about the Covert Buick, Inc. 401(k) plan — and how to find and check your own account.
Covert Buick, Inc. (EIN 74-1982741) reports COVERT AUTO GROUP 401(K) PLAN on its most recent Form 5500, with $39.0M in plan assets across 1,114 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 Covert Buick, 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 Covert Buick, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS INS AGENCY, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
