EXCEPTIONAL FORESTERS INC. 401(k) Plan
What public Form 5500 filings show about the EXCEPTIONAL FORESTERS INC. 401(k) plan — and how to find and check your own account.
The EXCEPTIONAL FORESTERS INC. 401(k) on its latest Form 5500
EXCEPTIONAL FORESTERS INC. (EIN 91-0773423) reports EXCEPTIONAL FORESTERS INC. 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 113 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 EXCEPTIONAL FORESTERS INC. filing — schedules, fees, and providers.
Who runs the EXCEPTIONAL FORESTERS INC. 401(k)?
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 EXCEPTIONAL FORESTERS INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, EDWARD JONES.
How to check your EXCEPTIONAL FORESTERS INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask EXCEPTIONAL FORESTERS INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).