What public Form 5500 filings show about the E Source Companies, LLC 401(k) plan — and how to find and check your own account.
E Source Companies, LLC (EIN 20-4402870) reports E SOURCE 401(K) PLAN on its most recent Form 5500, with $25.0M in plan assets across 308 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 E Source Companies, LLC 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 E Source Companies, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, KESTRA ADVISORY SERVICES, WILSHIRE ADVISORS.
