What public Form 5500 filings show about the ED Staub & Sons Petroleum Inc. 401(k) plan — and how to find and check your own account.
ED Staub & Sons Petroleum Inc. (EIN 94-2644690) reports ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $31.5M in plan assets across 366 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 ED Staub & Sons Petroleum 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 ED Staub & Sons Petroleum Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES INSURANCE GROUP, WILSHIRE ADVISORS, MORNINGSTAR INVESTMENT MANAGEMENT L.
