What public Form 5500 filings show about the Fenner Dunlop Americas, Inc. 401(k) plan — and how to find and check your own account.
Fenner Dunlop Americas, Inc. (EIN 58-0255700) reports FENNER DUNLOP RETIREMENT AND SAVINGS PLAN on its most recent Form 5500, with $46.0M in plan assets across 272 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 Fenner Dunlop Americas, 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 Fenner Dunlop Americas, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, ROCKWOOD WEALTH MANAGEMENT.
