What public Form 5500 filings show about the First CALL Home Health, LLC 401(k) plan — and how to find and check your own account.
First CALL Home Health, LLC (EIN 75-3085499) reports FIRST CALL 401K PLAN on its most recent Form 5500, with $4.9M in plan assets across 141 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 First CALL Home Health, 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 First CALL Home Health, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRUE PRIVATE WEALTH ADVISORS, BERRY DUNN MCNEIL & PARK, PROFESSIONAL BENEFIT SERVICES.
