What public Form 5500 filings show about the Forrest Paint Co. 401(k) plan — and how to find and check your own account.
Forrest Paint Co. (EIN 93-0612986) reports FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $12.1M in plan assets across 91 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 Forrest Paint Co. 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 Forrest Paint Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROEHL & YI INVEVSTMENT ADVISORS, PRIME PENSIONS NORTHWEST.