What public Form 5500 filings show about the D & F Equipment Sales, Inc. 401(k) plan — and how to find and check your own account.
D & F Equipment Sales, Inc. (EIN 63-0956780) reports D & F EQUIPMENT SALES, INC. 401(K) PLAN on its most recent Form 5500, with $7.7M in plan assets across 233 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 D & F Equipment Sales, 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 D & F Equipment Sales, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASCENSUS, WILSHIRE ADVISORS, EDWARD JONES.